By far the most common question we hear from clients is "have I saved enough to retire?" Seems like a simple question. But answering it requires thoughtful analysis. Are you ready to start that process? We can help. Click the link below to begin. https://lnkd.in/ehqThzWH
KinneyMunro Wealth Advisors
金融服务
Wellesley Hills，Massachusetts 814 位关注者
Wealth Management : Elevated For Individuals, Families, Pensions, and Endowments
关于我们
KinneyMunro is an independent wealth advisory firm founded by financial services veterans embracing holistic financial health. We are dedicated to our clients, providing objective advice and creating comprehensive wealth plans focused on their best interests. Those plans are informed by the insights we have gained over a combined six decades of investing experience. We aim to add value by delivering a differentiated investing experience—powered by a personalized investment portfolios. We go further by delivering advanced wealth planning strategies, estate and tax planning, insurance solutions and trust services. Brian Kinney and Bill Munro founded KinneyMunro. Brian served as chief investment officer at State Street Bank, where he oversaw an investment portfolio of more than $100 billion and the bank’s funding operations. Bill brings 30 years of experience gained at JPMorgan advising highly sophisticated clients on their investment strategies and exposures. Now, we’re excited to be working for you. Together, we are focused on offering clients a powerful approach to meeting needs across the personal finance spectrum, from investment management to trusts and estates. Investment Advisory Services are offered through Mariner Platform Solutions (MPS), a SEC Registered Investment Adviser. KinneyMunro Wealth Advisors and MPS are not affiliated entities
- 网站
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www.kinneymunro.com
KinneyMunro Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Wellesley Hills，Massachusetts
- 类型
- 合营企业
- 创立
- 2024
地点
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主要
获取路线
57 River St
Suite 304
US，Massachusetts，Wellesley Hills，02481
KinneyMunro Wealth Advisors员工
动态
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We are excited to have an experienced, insightful advisor like Jay Ahlbeck join the team!
Financial Planning and Asset Management - Our team utilizes a remarkably effective combo of tech-driven analytics and risk mitigation tools to help clients make better financial decisions.
I’m happy to share that I’m starting a new position as Executive Managing Director at KinneyMunro Wealth Advisors!
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Seeking Advisors Are you a financial?advisor that is finding it a challenge to scale your business??Would you find it invigorating to be part of a team of independent advisors working in a fast-growing company where you could share in the collective upside???If so, reach out to us at KinneyMunro Wealth Advisors.?We want to speak with you.