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Wisdom. Integrity. Security.

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Welcome to Munn Wealth Management a full service financial investment firm dedicated to helping you plan for tomorrow. 2014 Tax Prep
Learn about our tax prep services and access tax forms
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New issue posted 02/06/15
 
 
Upcoming Events

Making the Right Retirement Decisions – Tuesday, March 24th. 6:00 pm
Maximizing Social Security benefits
Making your investments last a lifetime
Protecting your assets from a nursing home
Strategies to reduce your taxes

Choices in Financial Planning for Women by Women - Wednesday, April 1st, 6:00 p.m.
Would you like to be more engaged in your finances and have a better understanding of their impact on your future? Can you benefit from working with an advisor? How do you find a good advisor? Do you have an Estate plan? Are your heirs prepared for their inheritance?

Both presentations will have extended time for Q&A.
Location: 1700 Woodlands Dr., Maumee, OH 43537
Light appetizers will be provided.

To reserve your seats, please call 419-794-0536 or email RSVP@munnwealth.com


Munn Wealth Management is an advisory firm in Maumee, Ohio. Located just outside Toledo, we are dedicated to helping our clients invest wisely and plan comprehensively for their long term financial success.

Munn Wealth Management operates as a fee-only advisor, and does not accept commissions from investment products. This allows us to align our interests with those of our clients and offer objective counsel customized for your specific needs and goals.

Our success is directly linked to the success of our clients. We invite you to learn about Munn Wealth Management's highly qualified team, services and the principles that guide the way we serve our clients in their pursuit of lasting security.

Our services include: Retirement Planning, Estate Planning & Wealth Transfer, Risk Management, Education Planning, Cash & Debt Management, Tax Services and Investment Management.

 

 

 
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