"Our consultative approach is dedicated to the astute organization of every aspect of your financial life."
Wealth Partners
The Munman Group

Wealth Partners
The Munman Group

"Our consultative approach is dedicated to the astute organization of every aspect of your financial life."

Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In State
2025 • 2024 • 2023 • 2022 • 2021 • 2020 • 2019
Top Wealth Management Teams Best-In-State
2025 • 2024
About The Munman Group

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

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.
The Munman Group — Tailored advisory strategies for small and middle market business owners

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

Cybersecurity

Jetting off for the season? Avoid these cybersecurity and safety pitfalls

June 5, 2025As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Wealth Planning

Managing stock-based compensation in private companies

June 4, 2025If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.Read Now
Business Planning

Incentive stock options and the AMT

June 4, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.