Joseph M Kunze

About Joseph M Kunze

Life\'s complex questions are best answered with guidance from family, friends, and a team of experts. As the leader of KUNZE & ASSOCIATES, it\'s an honor to serve your family. Clients value our advice every day, including when they are: • Growing or preparing their business for transfer. • Planning for retirement, including cash flow analysis and asset allocation. • Experiencing life events like homeownership, marriage, children, divorce, or death of a loved one. • Preparing the next generation for stewardship of wealth. There is no substitute for experience, resources, and genuine care from those who know you well. Our team offers: • Respected credentials and third-party accolades from Barron\'s and Forbes. • A unique partnership with my wife and fellow Private Wealth Advisor, Jennifer Haggerty, and the Duckworth Haggerty Group. Being business owners ourselves, we focus on transition planning. • A nationwide footprint, with offices in Chicago and Pittsburgh. Our 21-member team manages $4 billion of assets (as of 5/31/2024). • Resources within Merrill / Bank of America and third-party industry experts. • A multi-generational team ranging from their 20s to 60s that connects with your family at every level. Beyond my professional credentials, here are some additional insights on me: • Personal: o Married to Jennifer Haggerty; father to five adult children, including one stepson. o Entrepreneurs on all sides of my family. o Born in Milwaukee; Dual Citizenship – US, German. o Eagle Scout. • Studied and Worked on Three Continents: o Africa (Knysna High School, South Africa, AFS Exchange Student). o Europe (Albert-Ludwigs-Universität, Freiburg, Germany; Northern Trust Ireland, Dublin, Offshore Hedge Fund Administration). o North America (Brookfield Central HS, NHS; Various banking roles - Asset-Based, International Corporate, and Private Banking). • Other Experiences: o NCAA, Div. 1 Oarsman, Freshman and Varsity Crews, UW-Madison; Jazz Quartet Bassist, Marriott, Brookfield; Road Construction Laborer, Milwaukee. o Asst. Scoutmaster, St. Matthew Church, Cabrini Green, Chicago; Young Life Adult Leader, Whitefish Bay, WI. o Former Board Member - Milwaukee Symphony Orchestra and Next Door Milwaukee, Milwaukee; Former Executive Committee Chair, Primo Center for Women and Children, and Life Trustee, National Louis University, Chicago.

Experience

1. Private Wealth Advisor, Managing Director

   Merrill Lynch

   Apr 2013 — Present

   KUNZE & ASSOCIATES is a wealth management team that works with a select number of highly prosperous families throughout the country. The clients we work with are different – not only in their achievements, but in their essential make-up: the values they hold, the curiosity they possess, and the interest they exhibit in managing their wealth to improve the lives of their families and communities. Asset allocation does not ensure a profit or protect against loss in declining markets. Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute\'s initial and ongoing credentialing requirements for wealth advisors.

Education

• University of Chicago

  Master's Degree

  1985 — 1989

• University of Wisconsin - Madison

  Bachelor's Degree

  1981 — 1985

Skills

• Asset Management
• Estate Planning Strategies
• Private Family Wealth Management