The Munera Group at Morgan Stanley

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The Munera Group

OUR MISSION STATEMENT

We help successful people address the complex challenges of managing wealth, so they can focus on their careers, their families and their life goals.

Our Story and Services

Our Story and Services

We believe that a financial plan is successful only to the extent that it helps you achieve your life goals. Your strategy should support the way you choose to live, and reflect the values that you and your family share. It should cover every aspect of your financial life, allowing you to focus on what really matters to you: your family, your work and your personal and philanthropic interests.

For over 40 years, our multigenerational team has worked with our clients to create, implement and maintain precisely tailored, comprehensive financial and investment strategies based on their life goals. Many of these relationship span decades, and more than a few of them span generations. We are honored to have earned their trust and friendship, and are completely committed to helping them reach their goals.

We look forward to learning more about you and your family and discussing how we work to enhance the quality of your life.

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Fixed Income
  • Lending Products
  • Life Insurance
  • Municipal Bonds
  • Planning for Education Funding
  • Retirement Planning
  • Executive Financial Services
  • LGBT Planning Services
  • Philanthropic Services
  • Trust Services*


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Our Clients

Clients

Our clients have a lot in common with each other. They are intelligent, industrious people who have achieved considerable success by focusing on their businesses, professional practices or their corporate careers. They have ambitious life goals that can only be reached through hard work and careful planning. That’s where we come in. We help them translate their life goals into financial objectives. Then we work with them to create thoroughly customized investment and financial plans designed to reach those objectives. 

Not one of our clients is exactly like another. They have their own challenges and aspirations, their own values, family dynamics and world views. We work to understand these unique attributes, then tailor every aspect of our relationship to suit their needs. We make their goals our goals, and strive to meet and exceed their expectations at every turn.

 

Location

Location

  • 899 Cassatt Rd Ste 100
  • Berwyn, PA 19312


    Meet The Munera Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    Ready to start a conversation? Contact The Munera Group today.

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