About Us
Rooted in Discipline - Driven By Purpose
Following six years of honorable military service as an Army combat veteran, founder Jose Munoz directed his discipline and focus toward institutional finance. After earning both a Master of Business Administration and a Master of Science in Finance, he spent years advising high-net-worth clients within premier private wealth management and commercial banking institutions. Recognizing that traditional banking institutions often prioritized proprietary sales over client-centric problem solving, he established Moon Wealth Management to deliver objective, conflict-free, holistic advisory guidance rooted in authentic client relationships.
Values That Guide Us
Disciplined Execution
We approach wealth management with operational rigor, methodical analysis, and proactive execution, ensuring no detail of a client’s balance sheet is left to chance.
Uncompromising Integrity
We operate strictly as client advocates, delivering transparent, objective advice designed solely to advance the client's long-term best interests.
Empowerment Through Education
We demystify complex corporate benefit packages, tax structures, and investment strategies, equipping clients with the knowledge and confidence to make decisive choices.
Holistic Alignment
We recognize that true wealth planning transcends basic portfolio management. We synchronize tax minimization, estate planning, executive equity, and lifestyle aspirations into a single unified plan.
Steadfast Reliability
Like the constant presence of the moon across shifting cycles, we stand beside our clients through market volatility, organizational shifts, and major family milestones.
Working Together with
