Manna Wealth Management
Our financial advisors help clients develop a comprehensive plan encompassing all areas of finances, including savings, taxes, retirement, inheritance and college funds, in addition to helping clients work out how they can achieve their financial aims. Our financial advisors create a strategy for accumulating wealth for retirement and personal goals. We also focus on managing financial assets with a performance level in mind. We take in consideration the total net worth of a family and weigh financial decisions made in relation to their overall investment portfolio and needs such as real estate, insurance, a business, charitable gifting and more.
Every successful professional or business owner reaches a point of delegation — there comes a point at which you can't do it all yourself. Indeed, it can be hazardous to try to keep track of every detail without help. The same goes for your personal finances — your taxes, your investments, your estate planning, your various retirement accounts. When having too many financial concerns, issues or priorities to address by yourself, then it is certainly time for the kind of financial care you can expect from Manna Wealth Management. Even if your financial life is less complex, significant wealth calls for a vigilant, ongoing management approach. At Manna Wealth Management we help clients stay on top of their investment planning. For over 50 years our wealth management team at Manna Wealth Management, has been employing planning state of the art comprehensive planning to clients’ complex lives. Our team looks at your goals, needs and priorities to determine the right, individualized strategy for guiding your invested assets and enhancing your net worth.
