About MNR Private Wealth

Welcome

MNR Private Wealth has a national presence serving entrepreneurs, multi-generational families, real estate investors, business owners, and corporate executives from its California and Florida offices.


Our team of seasoned professionals builds long-term relationships grounded in providing customized strategies and a family office experience designed to anticipate and meet client needs.
At MNR Private Wealth, we understand the complexities and intricacies involved in managing and optimizing the entire balance sheet. As such, we provide strategic guidance in pre-liquidity planning, estate and wealth transfer planning, family governance, philanthropic planning, banking and lending, risk mitigation, and investment management.
Our team has deep experience in building and managing customized portfolios designed to meet specific objectives. The portfolios can access public and private markets and are managed in a tax-efficient manner designed to maximize return and mitigate risk.
As advisors, we work closely with our clients' tax and legal providers to ensure a collegial and highly coordinated wealth management experience. In addition, we leverage the robust resources of J.P. Morgan to provide access to such things as day-to-day banking, custom credit, alternative investments, and investment banking. Our approach is designed to meet clients where they currently are and enable them to optimize their balance sheet in an effort to move forward.

Meet Our Team

Insights

Markets

What does the Fed’s latest move mean for investors?

November 8, 2024The easing cycle continues. Here’s how it could impact your portfolio.Read Now
Outlook

Eye on the Market: Kamilton: the 2024 election and who tells your story

November 7, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at the Trump victory, market implications of a supply side boost from deregulation and more.Read Now
Markets

U.S. election recap: What could GOP policies mean for investors?

November 6, 2024With a Republican victory confirmed, we discuss what might be coming over the next term.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.