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How to Teach Kids About Saving and Investing
With over 28 years in private wealth management, I’ve worked with multiple generations of families, helping them secure their financial futures. One of the most rewarding aspects of my work is watching parents not only build wealth—but also pass down financial wisdom...
Bonds vs. Stocks: Which Should You Prioritize in Today’s Market?
If you’re an investor in Florida wondering where to put your money right now—stocks or bonds—you’re not alone. I’ve had this conversation with countless clients from Naples to Jacksonville, especially in today’s uncertain economy. Rising interest rates, inflation...
Retirement Planning Tips for Business Owners
As a business owner in Florida, you’ve probably spent most of your adult life building something meaningful—whether it’s a law firm in Miami, a boutique in Sarasota, or a construction company in Jacksonville. You’ve taken the risk, made the sacrifices, and stayed up...
Next-Gen Wealth: How Manna Wealth Management Empowers Young Inheritors to Build and Preserve Generational Wealth
Welcome to the Future of Wealth Management As trillions of dollars shift from one generation to the next, a new class of investors is emerging—young inheritors of wealth who are digitally fluent, socially aware, and ready to explore beyond traditional investment...
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