Munroe Morrow Wealth Management Employee Directory
Financial ServicesMassachusetts, United States2-10 Employees
Munroe Morrow Wealth Management is a small financial services firm based in Boston, Massachusetts. The team brings more than five decades of collective experience and prioritizes highly personalized service. The firm provides comprehensive financial guidance and asset management designed to help clients pursue their financial goals. Securities offerings are conducted through LPL Financial, while investment advice comes from Flagship Harbor Advisors, a registered investment adviser. The firm operates as a boutique practice within the wealth-management space, delivering integrated financial planning and asset management for its clients. Flagship Harbor Advisors and Munroe Morrow Wealth Management are separate entities from LPL Financial.