Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving Strategies

Awards & recognition

  • Seth Courtwright, Barron's Top 1,500 Financial Advisors, 2026
  • Seth Courtwright, Barron's Top 1,200 Financial Advisors, 2025
  • Bill Munn, Barron's Top 1,200 Financial Advisors, 2018-2024
  • Bill Munn, Ameriprise Circle of Success Chairman's Advisory Council, 2005-2024
  • Bill Munn, Ameriprise Circle of Success, 2001-2003, 2005-2007, 2009, 2011, 2013, 2015, 2017, 2019-2021, 2023

Community participation

Team Building at it's best- building a playhouse to be donated to a family.
Team Building at it's best- building a playhouse to be donated to a family.

Each year we participate in the annual Ameriprise National Day of Service, joining Ameriprise advisors and employees nationwide in supporting hunger relief agencies across the country. Our Munn & Associates team join other local Ameriprise employees and spend the day sorting food at the Community Food Bank in Hillside, New Jersey.

Honored to be recognized in Barron’s

Celebrating a big moment! Seth Courtwright has been named to the 2026 Barron’s Top 1,500 Financial Advisors list! This recognition is all about helping clients feel confident and empowered in their financial journey—something we’re passionate about every day. Thank you to our amazing clients for your trust and to Barron’s for this honor!

Our photos

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