Empowering clients for lives of significance

  WELCOME   ABOUT US   NEWSLETTER  
Our business is wealth management, but we are in the business of significance. We invite you to learn about our company and contact us with any questions or to schedule a consultation Our unique team approach sets us apart from most of the industry. View our quarterly
newsletter Directions.
New issue posted 04/28/16
 

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.

 

 

 
  Disclosures