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.

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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.

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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.

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