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
Company Details
- Employees
- 4
- Founded
- -
- Address
- 57 River St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.kinneymunro.com
- Keywords
- Wellesley Hills.
- HQ
- Wellesley Hills, Massachusetts
Kinneymunro Wealth Advisors Questions
Kinneymunro Wealth Advisors's website is http://www.kinneymunro.com
Kinneymunro Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/kinneymunro-wealth-advisors
Kinneymunro Wealth Advisors has
4 employees.
View email and phone details for 4
employees at Kinneymunro Wealth Advisors.
Kinneymunro Wealth Advisors's industry is
Financial Services
Kinneymunro Wealth Advisors's top competitors are
Rivent Partners,
Quamino Capital Llc,
Highland Financial Group,
G.s. Woods Financial Solutions Llc,
State Street,
Revolve Wealth Partners,
Coordinated Plan,
Brig Capital Consulting,
Catalyst Professional Advisors,
Expert Automotive Tactics.
Kinneymunro Wealth Advisors's categories are Financial Services
Kinneymunro Wealth Advisors's founding year is 2024
