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
A Full Range of Investments
Retirement & Income Planning
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
Wealth & Legacy Planning
Professional Management of Your Investments
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.
PRESS
Choosing a Wealth Management Firm in Virginia
Wealth management firms are all different. You need to make sure to do the work to pick the right one for you. Wealth managers work with their clients to identify financial goals and map out a plan for achieving them that’s built around choosing...
Top 15 (Fiduciary) Duties Financial Advisors & Financial Planners Must Comply With
The benefits of working with a Fiduciary Financial Advisor are easy to see. These advisors are legally obligated to put their clients’ financial interests above their own, and they have to disclose how they’re compensated and avoid potential conflicts of interest that...
Miami Magazine – On The Clock feature Spotlights Miami Financial Advisor David D. Kassir
March 1, 2020- Miami Financial Advisor, David D. Kassir was featured in Miami Magazine's On The Clock expose'. This Tell All Expose' featured Two Miami Taste-makers giving insight as to what makes him successful in personal and business and illustrating a...
Miami Magazine featured Wealth Manager David D. Kassir in the 2019 Power Players issue
May 2019 – Husband and Wife David and Avisha Kassir featured in the 2019 Miami Magazine Power Players issue. David and Avisha were selected in this year’s Power couple issue in Miami, FL. After spending approximately 16 years in Washington DC, the couple had decided...
Start the Conversation
Areas Where We Serve
Manna Wealth Management – Full Service Financial Advisors
FINRA’s BrokerCheck Obtain More Information About Our Firm and Financial Professionals.
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.
Securities and advisory services are offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC