Manna Wealth Management
We believe it’s important to consider the many aspects of your financial life. That encompasses your decisions about what to spend, what to save, what to invest, and what to give back.
Those beliefs are the foundation of Manna Wealth Management and we believe it’s what makes financial planners and financial advisers so unique.
Why Manna Wealth Management
In a world where choices abound, spending is easy, and saving is vital, Manna Wealth Management is for those who seek to make what matters most to them the driver for the financial decisions they make today, tomorrow, and for the future.
How we are different
We operate as Fiduciaries
Planning your financial future is done in the best interest of the client. Not the other way around. Full range of planning and investing completely free of transaction fees
A Full Range of Investments
Including stocks, bonds, ETFs and over 8,000 mutual funds. A universe of choices at your fingertips.
Retirement & Income Planning
Financial Advisors who can help you create a retirement plan, allocate your assets, and consider all your distribution options.
Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.
Diversification does not guarantee profit or protect against loss in declining markets.
Independent money management may not be suitable for all investors.
Independent research regarding investment options spanning sectors and markets allow you to diversify with confidence.
Wealth & Legacy Planning
We help alleviate your concerns about the future, relieve the burden on your loved ones, and ensure that you’re leaving behind the kind of legacy you deserve.
Professional Management of Your Investments
Professionally selected and managed portfolios priced for the individual investor
Planning Tailored To You
These days, much of the financial advice you`ll encounter is just about investments. But Manna`s financial advisors know that money isn`t just about investing. It impacts your choices and actions, every day. At Manna, a financial advisor will focus on your entire financial life. Paying off debt, retirement, saving for college, supporting your favorite charity, anything you do that involves money & can impact your overall success. Together with your advisor, you`ll create a plan that strives to cover it all.
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Senior Financial Advisor and Bitcoin enthusiast , David Kassir attends Miami’s Annual Bitcoin 2022 Conference
May 4, 2022 – Miami, FL - Senior Financial Advisor and Bitcoin enthusiast, David Kassir of Manna Wealth Management attended Miami’s premier 2022 Bitcoin Conference. The four-day event brought together developers, business leaders, policymakers, and builders of the...
David Kassir represents Manna Wealth Management at Premier Industry Event – Barron’s Top Advisor Summit
Press Release Miami, FL, March 21-23, 2022: Manna Wealth Management’s Managing Director of Private Wealth Management David D. Kassir was selected to attend the Barron’s Top Advisor Independent Summit. The Barron’s Advisor Independent Summit is a gathering of...
Let’s be honest: Making personal financial decisions can be challenging. There’s a variety of investment options, all of which carry some form of risk. And, of course, there are many types of retirement plans to choose from, each with their own set of tax...
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Areas Where We Serve
Manna Wealth Management – Full Service Financial Advisors
This information is intended for use only by residents of AL, CO, DE, DC, FL, GA, HI, LA, MD, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WV. Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA regarding their state-specific registrations. Insurance-related services may not be provided to individuals residing in any states other than CO, DC, FL, GA, MD, VA.