Wealth PartnersThe Munman Group
Awards and Industry Recognition
Forbes
Welcome
Our team serves seasoned entrepreneurial business owners like you who have harnessed resources, invested time and taken risks to build a successful enterprise. Now you may be considering exit strategies for your vision—retiring, selling or handing down your company to future generations. We believe these complex and personal advanced planning decisions deserve the same attention as your career, because there are no shortcuts to managing wealth or preserving the results of your efforts.
Our consultative approach, Executive Consultative Process, is dedicated to the astute organization of every aspect of your financial life. The key to our differentiation is a model that includes investment consulting, advanced planning and relationship management. By working closely with each client, we enable you to fully focus on what you do best, knowing your individualized financial objectives are being cared for as professionally as your business activities.
Meet Our Team
Specialist Resources
An approach for affluent families, designed to integrate the many aspects of wealth.
Typically, a business owner's guidance is provided by estate attorneys, accountants, business managers, and other trusted advisors. These resources can bring integrity, extensive technical experience and a deep understanding of the particular needs of prosperous business owners.
When you work with The Munman Group, we serve as a single point of leadership to organize all the resources who provide you guidance, acting to pursue the unified goals of your family.
Insights
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Four mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read Now
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now
March 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
March 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read Now
Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Zooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowFour mistakes with life insurance you don’t need (or want) to make
April 16, 2024Purchasing life insurance can feel overwhelming, but following these guidelines can make this important decision on your family’s future well-being more straightforward.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowDoes it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read NowMarch 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read NowWhat is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarch 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowZooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read Now