Manna Wealth Management offers comprehensive wealth management services that include investment management, financial planning, estate planning, and tax planning*. Manna takes a holistic approach to wealth management, considering all aspects of clients’ financial lives. Manna Wealth Management creates a personalized wealth management plan for each client based on their unique needs and goals.

* Services provided in collaboration with third parties.

Cryptocurrencies have become an increasingly popular investment in recent years. Manna Wealth Management offers cryptocurrency advising to help clients navigate this complex and evolving market.

Manna Wealth Management provides investment management services that are designed to help clients achieve their financial goals. Manna uses a disciplined and strategic approach to investing, focusing on long-term growth and risk management. Manna Wealth Management creates customized investment portfolios for each client based on their risk tolerance and investment objectives.

Manna Wealth Management offers portfolio management services to help clients manage their investments. Manna provides ongoing portfolio monitoring and rebalancing to ensure that clients’ investments remain aligned with their goals and risk tolerance. Manna Wealth Management also offers performance reporting, so clients can track their portfolio’s progress.

Manna Wealth Management helps clients manage risk by creating customized risk management plans. Manna takes a proactive approach to risk management, identifying potential risks and developing strategies to help mitigate them. Manna Wealth Management’s risk management services include insurance planning, liability management, and asset protection.

Diversification is an essential part of any investment strategy, and Manna Wealth Management incorporates it into their clients’ portfolios. Manna uses a variety of asset classes, including stocks, bonds, and alternative investments, to help achieve diversification. Manna Wealth Management also employs a global investment strategy to further help diversify their clients’ portfolios.

Manna Wealth Management provides comprehensive financial planning services to help clients achieve their financial goals. They create a personalized financial plan for each client that considers, including but not limited to, their income, expenses, assets, and liabilities. Manna Wealth Management’s financial planning services include retirement planning, education planning, and cash flow management.

Estate planning is a critical component of wealth management, and Manna Wealth Management provides estate planning services to help clients protect and preserve their assets. Manna works with clients and their estate planning advisors to create a plan for the distribution of their assets after they pass away.

* Services are provided in collaboration with third parties.

Tax planning is an essential part of wealth management, and Manna Wealth Management works with tax planning professionals to provide tax planning services to help clients minimize their tax liability. Manna works with clients and tax planning professionals to create a tax-efficient investment strategy, and provide ongoing tax planning throughout the year. Manna Wealth Management also helps clients take advantage of potential tax-saving opportunities, such as charitable giving and retirement planning.

* Services provided in collaboration with third parties

Retirement planning is a crucial aspect of wealth management, and Manna Wealth Management provides retirement planning services to help clients achieve their retirement goals. Manna creates a personalized retirement plan for each client based on their unique needs and objectives. Manna Wealth Management’s retirement planning services include investment management, income planning, and Social Security optimization.

Wealth preservation is a critical component of wealth management, and Manna Wealth Management helps clients preserve their wealth through a variety of strategies. Manna provides asset protection planning, which includes liability management and insurance planning. Manna Wealth Management also employs a conservative investment strategy to attempt to protect clients’ wealth from market volatility.

Capital gains are an important consideration in wealth management, and Manna Wealth Management provides capital gains planning services to help clients minimize their tax liability. Manna works with clients and tax planning professionals to create a tax-efficient investment strategy that takes into account capital gains taxes. Manna Wealth Management also provides ongoing capital gains planning throughout the year.

Manna Wealth Management helps clients create possible income streams that can potentially support their lifestyle and financial goals. Manna creates a personalized income plan for each client based on their unique needs and objectives. Manna Wealth Management’s income planning services include retirement income planning, Social Security optimization, and tax-efficient income strategies.

Manna Wealth Management provides market analysis services to help clients stay informed about market trends and developments. Manna focuses on monitoring the markets and providing clients with regular updates and analysis. Manna Wealth Management’s market analysis services include economic research, market commentary, and portfolio analysis.

Manna Wealth Management provides performance evaluation services to help clients track the progress of their investments. Manna provides detailed performance reports that show clients how their investments are performing relative to their goals and benchmarks. Manna Wealth Management also offers regular portfolio reviews.

Asset protection is a critical part of wealth management, and Manna Wealth Management working with other third-party professionals, assists with asset protection planning services to help clients protect their assets from potential creditors and lawsuits. In conjunction with other professionals, they create a personalized asset protection plan for each client based on their unique needs and objectives. Manna Wealth Management’s asset protection planning services include liability management, insurance planning, and estate planning.

* Services provided in collaboration with third parties.

Manna Wealth Management applies fiduciary standard of care. This means that Manna is legally required to act in the client’s best interests at all times. Manna Wealth Management is dedicated to helping clients achieve their financial goals.

* Services provided in collaboration with third parties.