Manna Wealth Management has a richer understanding of each client’s personal and financial life that gives them us the ability to customize wealth management solutions to fit each client. We manage complex financial lives of affluent clients have the ability to draw upon a wide array of services and products to meet outcomes. It is not enough, however, to simply be able to offer a longer menu of products and services. For a Manna Wealth Management, each product and service has to be put in the context of the client’s overall investment plan.
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.