Fiduciary Financial Advisor in Washington, DC

Manna Wealth Management and David Kassir

As you work hard to earn money and build your wealth, it is crucial to have a financial advisor you can trust. Finding someone with your best interests at heart is essential, and that’s where a fiduciary financial advisor comes in. In Washington, DC, Manna Wealth Management and its advisor David Kassir provide a range of wealth management services, including cryptocurrency advising, investment management, and estate planning. Manna Wealth Management’s services and the fiduciary duty they uphold to help you make an informed decision about your financial future.

Introduction

Who is Manna Wealth Management and David Kassir?

Manna Wealth Management is a financial advisory firm founded in 1961 and headquartered in Washington DC. Manna Wealth Management specializes in providing financial planning and investment management services to high-net-worth individuals and families. Manna Wealth Management is a Full-Service Fiduciary Wealth Management.

David Kassir is the founder and CEO of Manna Wealth Management. He has close to 3 decades of experience in the financial industry and is an Accredited Assets Management Specialist (AAMS) and a Chartered Mutual Fund Counselor (CMFC). Kassir has appeared on CNBC, Fox Business, and Bloomberg Television, and he has been quoted in publications such as The Wall Street Journal and The New York Times.

Manna Wealth Management’s Services

retirements plan

Wealth Management

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.

Bitcoin

Cryptocurrency Advisor

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.

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Investment Management

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.

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Portfolio Management

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.

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Risk Management

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.

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Diversification

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.

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Financial Planning

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.

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Estate Planning

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.

Fiduciary Financial Advisor

Tax Planning

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

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Retirement Planning

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.

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Wealth Preservation

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.

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Capital Gains

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.

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Income Streams

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.

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Market Analysis

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.

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Performance Evaluation

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.

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Asset Protection

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.

Fiduciary Financial Advisor

Fiduciary Duty

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.

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