Our Value Proposition

Riley, Whalen & Munn is an independent wealth management firm, established by a team of three seasoned financial professionals with over 70 years of combined financial services industry experience.

Our independence allows us to offer our clients the best of both worlds: the one-on-one service of an investment boutique, backed by the power of a large, resource-rich national firm.

Meet The Partners

Areas of Expertise

Holistic Financial Planning

We at RWM work with our clients to develop a comprehensive accumulation and…

Investment Strategies

RWM develops individualized portfolio analysis and optimization strategies. We apply a “Best of…

Insurance & Risk Management

At RWM our asset preservation strategies are designed to help shield your wealth…

Retirement Plans for Businesses

Our RWM team of experienced financial advisors will help you evaluate and/or establish…

Send Us A Message

| 555-555-5555
| email@example.com
This field is for validation purposes and should be left unchanged.

Contact Information