Safe Harbor in a World of Uncertainty
At Muma Wealth Management, we’re proud to be long-standing members of Cape Cod, providing personalized financial guidance to clients who feel like family to us. This picturesque area is our home, and we’re honored that our clients consider us to be their confidant as well as their advisor. Understanding that this is a small, tight-knit community, as well as we do, we recognize that confidentiality is important with something as personal as your finances. By working with us, you’ll have confidence knowing you’re planning for your future and have complete trust that your personal information is safe and secure.
Scott E. Muma, CRPC®
Wealth Manager
Scott started his career in wealth management in 1997 with a mission to deliver client-friendly financial planning. He helps clients understand the links between their personal situation and current economic factors, and guides them through debt management and the world of banking.
After graduating with a BA in Economics in 1983 from SUNY at Buffalo, Scott joined the New Bedford Institution for Savings and became a branch manager, receiving valuable training in retail banking. In 1988, he joined Rockland Trust Company to open a showcase branch in Plymouth, MA. In 1997, Scott joined AG Edwards as a licensed financial advisor. Scott also gained valuable experience at Merrill Lynch and ING Financial Partners as a financial advisor.
Scott is a CRPC – Chartered Retirement Planning Counselor, issued by the College for Financial Planning. He enjoys skiing, playing tennis, bicycling, and spending time with his wife Kim and daughters Karrie, Jacquelynne and Virginia.
Kim B. Muma
Wealth Management Assistant
Kim makes sure everything runs smoothly at Muma Wealth Management. Every day, she focuses on helping clients with operational logistics, including money and asset movement, document preparation, coordinating appointments and facilitating workflow.
Kim has a BS in Elementary Education with a minor in Early Childhood Education from Daemen College. She also has a Masters in Education from Cambridge College. Kim is passionate about supporting her local community. She assisted with the organization of The Paul White Road Race in North Falmouth, MA, which is a fundraiser for the North Falmouth Village Association and helps to provide college scholarships.
Kim enjoys skiing, biking, running, hiking, and spending time with her husband, Scott, and daughters Karrie, Jacquelynne, and Virginia.
Commonwealth
Team
We are proud to partner with Commonwealth Financial Network®. For over 40 years, Commonwealth Financial Network has fueled independent advisors like us. Their support allows us to offer superior service to our clients by providing technology, tools, and guidance so we can focus on your financial goals. Visit these links to learn more about our support teams that help us better serve your needs.
