The Munman Group at J.P. Morgan Securities
Our consultative approach is dedicated to the astute organization of every aspect of your financial life.
Our team serves seasoned entrepreneurial business owners like you who have harnessed resources, invested time and taken risks to build a successful enterprise. Now you may be considering exit strategies for your vision—retiring, selling or handing down your company to future generations. We believe these complex and personal advanced planning decisions deserve the same attention as your career, because there are no shortcuts to managing wealth or preserving the results of your efforts.
Our consultative approach, Executive Consultative Process, is dedicated to the astute organization of every aspect of your financial life. The key to our differentiation is a model that includes investment consulting, advanced planning and relationship management. By working closely with each client, we enable you to fully focus on what you do best, knowing your individualized financial objectives are being cared for as professionally as your business activities.
2029 Century Park East, 37th Floor
Los Angeles, CA 90067
CPWA® and Certified Private Wealth Advisor® are registered trademarks owned by IMCA Investment Management Consultants Association®.
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*Specialist Resources can help Financial Advisors on a case-by-case client basis.
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