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Financial District

Manetta Wealth

A Better Way To Manage Your Financial Future.

My ideal client allows me to manage their entire financial picture.

It is essential to have everything under one roof and on one platform. I will not manage just one part of your financial picture because it is inefficient and always leads to a suboptimal outcome. I can do my best work when I am overseeing Cash Management, Investments, Taxes, Estate Planning and Insurance using the best financial planning software tools available.

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Business Meeting
“I have been with Thomas for over ten years. When we started I had just over $5mm and today I have nearly $35mm. I had just lost my father and would soon lose my mother and recently my husband.
 
Thomas has been there for me through it all and I am not sure what I would have done without him. I cannot recommend him enough, especially if you are faced with one of life’s more difficult challenges.”

-Ann P.

The Advisor You Keep.

Work with an Owner, Not an Employee.

I have spent more the 40 years studying this industry. My experience is unmatched. That is so important, because I know how the system works. In knowing that, I have a vast body of knowledge to draw from to support you, to help you and honor you. You, as my valued client, is the only thing that matters. Let me show you the future. Please let me show you how I can help you and not hurt you.

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Services

Manetta Wealth And You:  Working Together Towards Success

Daily
handle account service needs with you or your custodians

Monthly
review the markets, your portfolio and your managers compared with their peers
 
Quarterly or as needed
create a performance update for your account and review it with you

 
Annually or as needed
review your portfolio
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Investment Planning

Retirement Planning

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Charitable Gifting

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Estate Planning

Insurance & Risk Management

Tax Planning

Gifting to Others

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Cash Flow Planning including Bill Pay

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Education Planning

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Business Succession Planning

Are you looking for someone to manage your entire financial picture?

OUR Partners

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