William “Bill” Munro
Wealth Management: Your Journey, Our Expertise
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Serving Clients Nationwide
Wealth Management: Your Journey, Our Expertise
Areas of Focus
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About William “Bill” Munro
Prior to partnering with Brian Kinney to form KinneyMunro, William "Bill" Munro spent nearly three decades working at JPMorgan delivering innovative investment solutions, counsel and advice to some of the largest institutional investors globally. He has helped clients navigate volatile markets, geopolitical instability and liquidity crises.During Bill's career, he rose from an entry-level position on the trading desk to executive director/senior relationship manager. He has worked with institutional investor clients within the money management, insurance, hedge fund, pension fund and family office universe.
As co-founder of KinneyMunro, Bill leverages his investment experience, insights and principles to create long-term, tailored investment plans with a focus on low costs and liquidity and aligned with clients’ wealth goals, personal circumstances and risk tolerance. He is passionate about sharing his knowledge on markets and investment options with the goal of preserving and growing clients’ wealth.
Bill earned a Bachelor of Arts degree in English from Boston University. Away from the office, he enjoys spending time with his wife and three sons, fishing, golfing and cooking. He has been involved with the Bucknell University Parents Board, Boy Scouts (his oldest son is an Eagle Scout), City Year, and mentoring younger colleagues.
Primary Location
57 River Street, Suite 304, Wellesley, MA 02481
Additional Locations
📍 100 Walnut Avenue, Suite 201 Clark, NJ 07066
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We'll then schedule a free introductory call to get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About KinneyMunro Wealth Advisors
KinneyMunro Wealth Advisors is an independent wealth advisory firm that provides personalized investment management and financial planning services to individuals and families. As fiduciaries, we act in our clients’ best interests. We offer trust and estate planning, tax strategies, retirement planning, investment, management, and insurance solutions - all designed to adapt to the individual needs of our clients.Our Philosophy
KinneyMunro's wealth management philosophy revolves around a client-centric approach that prioritizes understanding each individual's unique financial journey. Our process is designed to integrate multiple facets of a client's life - financial, professional, and personal-by coordinating investment management with comprehensive financial, tax, estate, and risk planning.
Our Services
▪️Investment Management: We leverage more than 60 years of combined investment experience to build custom strategies that incorporate in-house expertise and best-of-breed external managers.
▪️ Risk Management and Insurance Analysis: We provide income-preservation strategies by evaluating insurance coverage and offering recommendations related to asset protection, estate-tax considerations, long-term care planning, and expense-mitigation strategies.
▪️ Estate Planning: We develop trust and estate planning strategies intended to support tax-efficient wealth transfer and help ensure a client’s wishes are carried out. Our guidance includes the use of trusts, charitable planning approaches, gifting strategies, and generation-skipping wealth transfer techniques.
▪️ Financial Planning: We develop comprehensive plans that incorporate financial goals, cash flow, tax strategies, and estate-specific objectives.
Our Beliefs
✔️ You can't replace real investment experience.
✔️ Smart tax and estate planning can contribute to better outcomes for clients.
✔️ Avoid trendy investment products.
✔️ Investment advice without context is noise.
✔️ Fees matter; understand what you are paying for.
✔️ Take a long-term perspective, don't overreact to near-term market movements.
✔️ Simplicity typically wins over complexity.
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Investment advisory services are offered through Mariner Platform Solutions (“MPS”), an SEC registered investment adviser. Mr. Munro maintains a separate business entity, KinneyMunro Wealth Advisors, through which he markets services. The separate business entity is not owned, controlled by, or affiliated with MPS and is not registered with the SEC. For additional information about MPS, including fees and services, please refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply a certain level of skill or training.
Education
Boston University, English
Hobbies and Interests
- Cooking
- Family
- Fishing
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Private Foundations & Organizations
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