"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."
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.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.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.
(310) 201-3986