Plan with purpose. Invest with discipline. Live with confidence.

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.

financial advisers
WHY MANNA WEALTH MANAGEMENT

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.

Home

How we are different

WE OPERATE AS FIDUCIARIES

We operate in the best interest of the client

Planning your financial future is done in the best interest of the client. Not the other way around. Please see – Regulation Best Interest Disclosures.

A Full Range of Investments

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

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 investment

Independent Research

Independent research regarding investment options spanning sectors and markets.

Wealth & Legacy Planning

Wealth & Legacy Planning

We help alleviate your concerns about the future, relieve the burden on your loved ones, and assist you in leaving behind the kind of legacy you deserve.

Professional Management of Your Investments

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 knows 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

What if your rental property became your pension?

Once the mortgage is paid off, every rent check turns into consistent retirement income. 💰 Just like a pension — but with some key advantages:
✔️ Income that grows with inflation as rents rise
✔️ An appreciating asset you still own
✔️ The ability to pass it down to your kids as generational wealth

With the right planning, your rentals can provide financial security, supplement Social Security, and give you the freedom to enjoy life on your terms.

👉 Retirement isn’t just about saving — it’s about creating income streams that last. Let’s build yours.

#RentalIncome #FinancialPlanning #PassiveIncome #GenerationalWealth #WealthManagement #RetirementPlanning #SmartInvesting #MoneyMatters #FinancialFreedom #MannaWealthManagement
The best gift we can give our kids isn’t money itself — it’s teaching them how money works.

Start simple:
✔️ Show them money is earned, not just given.
✔️ Teach saving vs. spending through real-life choices.
✔️ Encourage generosity and the value of giving.

As they grow, let them see you budget, invest, and plan — because kids learn more from what we do than what we say.

Talking about money early builds confidence, responsibility, and a sense of security that will last a lifetime. 🌟

👉 Start the conversation today. Your kids will thank you tomorrow.

#MoneyLessons #ParentingTips #GenerationalWealth #FinancialPlanning #TeachingKids #MoneyMatters #MannaWealthManagement #FinancialFreedom #FamilyFinance #TeachThemYoung
💰 What would you do if $2 million landed in your account tomorrow? New car? Dream home? Exotic trips?

Here’s the truth: sudden wealth without a plan disappears faster than you think. Taxes, overspending, and poor choices can shrink it in a heartbeat.

With the right financial strategy, $2M can transform into retirement security, generational wealth, and lifelong income. At Manna Wealth Management, we help you turn windfalls into lasting legacies.

✨ Because true wealth isn’t about what you gain overnight — it’s about what you preserve for tomorrow.

👉 Ready to protect and grow your future? Let’s talk.

#GenerationalWealth #FinancialPlanning #WealthManagement #MannaWealthManagement #FinancialFreedom #LegacyPlanning #MoneyMatters #RetirementPlanning #SmartMoneyMoves #LuxuryMeetsLongevity
True luxury isn’t just about what you own today — it’s about ensuring it lasts for generations. From dream homes to world travel to family milestones, financial planning is the bridge between your lifestyle and your legacy. 🌎🏡💼

At Manna Wealth Management, we help you create a roadmap where luxury meets longevity — so the life you’ve built continues to thrive for decades to come.

👉 Ready to design your future? Let’s build it together.

#LuxuryMeetsLongevity #FinancialPlanning #GenerationalWealth #WealthManagement #RetirementPlanning #EstatePlanning #MoneyMatters #FinancialFreedom #MannaWealthManagement #LiveYourLegacy
💡 Want to lower your taxes and keep more of your hard-earned money?
Tax offsets are powerful tools—whether it’s retirement contributions, business deductions, tax-loss harvesting, or even charitable giving. With the right strategy, you can reduce your taxable income and put more money back into your future. 

Plan smart. Pay less. Build wealth.

#TaxPlanning #WealthManagement #FinancialFreedom #LowerTaxes #RetirementPlanning #MoneyTips #BusinessOwners #TaxStrategy #SmartInvesting #KeepMoreMoney
🏡💰 Imagine heading into retirement with your own built-in pension. Rental income from paid-off properties can provide steady cash flow for life—while your real estate continues to grow in value. That’s how you anchor wealth, create stability, and leave a legacy. 🌟

Are you ready to make real estate a cornerstone of your retirement plan?

#RetirementPlanning #PassiveIncome #WealthBuilding #RealEstateInvesting #FinancialFreedom #CashFlow #RetireSmart #GenerationalWealth #WealthManagement
💡 Real estate and stocks don’t have to compete — they can work together to build long-term wealth. 🏡📈

Real estate gives stability, income, and tax perks.
Stocks bring growth, liquidity, and diversification.

When you combine both, you create a powerful wealth engine that can support you now and for generations to come.

Start small, stay consistent, and let time do the heavy lifting. ⏳

#WealthBuilding #FinancialFreedom #RealEstateInvesting #StockMarketTips #SmartMoneyMoves #GenerationalWealth #MannaWealthManagement
Real estate isn’t just about rent checks — it’s about tax-smart wealth building.💡 Use cost segregation to accelerate depreciation and free up cash flow.💡 Leverage a 1031 exchange to defer capital gains when upgrading properties.💡 Even consider a reverse exchange if you want to buy first and sell later.These strategies let investors preserve wealth, grow portfolios, and stay tax-efficient. That’s the real power of real estate.#RealEstateInvesting #TaxStrategies #1031Exchange #CostSegregation #ReverseExchange #WealthBuilding #CashFlow #TaxPlanning #FinancialFreedom
Did you know the tax code was written to reward business owners? From deductions on travel, meals, insurance, and retirement contributions—business owners keep more of their money working for them.Even W-2 employees can tap into these advantages by starting a side business. That means potential write-offs for your home office, internet, education, and more—all while building an additional income stream.It’s not just about saving on taxes. It’s about gaining control of your cash flow, creating new opportunities, and building wealth with intention.👉 The sooner you start, the sooner you benefit.#TaxPlanning #BusinessOwners #SideHustle #WealthBuilding #CashFlow #TaxStrategy #FinancialFreedom #MannaWealthManagement
🚨 Deadline Alert for Business Owners! 🚨Corporate tax extensions for 2024 are due TODAY. Don’t risk penalties—make sure your return is filed before midnight. ✅ Accurate financials. ✅ Deductions in place. ✅ Work with your CPA. ✅ Stay compliant and keep your business positioned for success heading into year-end.📊 Get it done. Stay ahead. Finish strong in 2024!#TaxDeadline #BusinessOwners #CorporateTax #EntrepreneurLife #SmallBusinessTips #FinancialPlanning #TaxSeason #TaxStrategy #BusinessGrowth #MoneyMatters
Dreaming of retirement with more freedom and less tax? 🌴💰 Redomesticating to a tax-friendly state—or even exploring Puerto Rico’s unique incentives—could mean keeping more of what you’ve built. Smart planning today can unlock a wealthier tomorrow. ✨#RetirementPlanning #WealthManagement #TaxStrategy #FinancialFreedom #PuertoRico #HighNetWorth #RetirementGoals #LegacyPlanning #SmartMoney #MannaWealth
🏡 Thinking about converting your primary residence into a rental property? With the right strategy, you can preserve gain exclusion, defer taxes, and maximize deductible expenses. From the $500,000 home sale exclusion to 1031 exchanges and rental write-offs, smart planning can turn your home into a long-term wealth-building asset.✨ Don’t just move out—move forward with strategy.#RealEstateInvesting #TaxStrategies #WealthBuilding #PassiveIncome #RentalProperty #1031Exchange #HomeSaleExclusion #FinancialPlanning #TaxSmart #RealEstateWealth #MoneyMatters

Start the Conversation

    *Preferred method of communication:

    PhoneEmail