Munger & Associates
Working with us means working with a wealth management team truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to the goals that matter most to you.
The value of the relationship with you includes:
- helping you make informed decisions
- recognizing your life priorities and goals
- understanding your investment style
- helping you prioritize and pursue goals
- being transparent by making possibilities, fees and risks clear
- taking steps to help you preserve income during a life challenge
- educating the younger generation about investments and the markets
Mike Munger is a former CPA from a Big 4 Firm practicing in the Twin Cities. He has spent his entire career working directly with wonderful families across the country. Mike's mission is to help clients feel comfort in their financial strategy and turn financial, philanthropic and legacy goals into reality. He focuses on long-term planning for his clients and knows a good financial strategy can last generations.
WHAT DO WE BELIEVE?
• Our Clients deserve a deep understanding of their goals, high contact frequency, fast turnarounds and friendly service.
• Our Clients appreciate a disciplined investment process.
• Serving a defined number of clients allows us to go deeper, analytically and personally.
WHAT MAKES OUR WORK SUCCESSFUL?
• Being meticulous about managing risk.
• Understanding and creating a strategy around all aspects of clients' financial goals and working with their trusted CPAs and attorneys.
• Proficiency in financial strategy and portfolio formulation, stock option planning, concentrated stock positions, retirement and estate planning strategies, and insurance analysis.
• Teaming with the talented Tracy Manson, a Registered Senior Wealth Management Client Associate and Luana Marrier Holecek, Assistant Vice President / Wealth Management Associate.
*Mike does not provide tax advice in his current role with Merrill.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
