Financial Planning For Pre-Retirees With $1M+ in Assets.
Every financial decision should serve your life, not someone else's. We bring together investment management, tax planning, estate planning—it all. Under one roof. With an advisor, fully on your side.
Trusted Partners:
Your Advisor Is Busy... Just Not With You.
You've been saving, investing, checking the boxes. But somewhere along the way, your advisor stopped feeling like one. Altruist runs the admin side, which means we're free to do ours: show up for you.
"I'm paying fees—but no one ever calls?"
You've been at the same firm for years. Paid your fees. Yet, you're still chasing for a call back.
"Are my investments actually working?"
You've got money in the market, but don't know what it's doing. Statements show up, but that's it.
"Is my advisor selling me something?"
That nagging feeling when a new product keeps coming up in every conversation? Trust it.
Download Your Free Checklist.
Learn the 10 most important steps to prepare for retirement so you can move forward confidently with a plan that fits your life.
At Manetta Wealth, We're All in on You.
We'll handle the full picture—so you're never left wondering if something's been missed. One advisor, always in your corner.
Fiduciary Advice—Always.
We're legally and ethically required to act in your best interest—not a bank's or a product manufacturer's. No commissions, no hidden incentives. Purely, relationship-driven advice.
Everything in One Place.
Through Altruist, all your financial data lives in one platform—investments, performance reporting, and planning tools working together. No more chasing information across accounts.
A Real Relationship.
We stay engaged on a far more regular basis—not just each quarter or when the market moves. You'll always get an advisor who cares to know your name, your goals, and your current situation.
Get To Know Manetta Wealth Management.
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Getting Started Is Easier Than You Think
We keep our process pretty straightforward. Here's what working with us actually looks like—in just 3 simple steps.
Understanding What Matters.
We start with a conversation: talk about your family, your values, your goals, and the life you want. If it feels like a good fit, we'll move forward.
Make Sense of the Big Picture.
Pull everything together—investments, taxes, estate, risk—into one. Simplifying the complicated stuff so you know where you stand.
Build out a Thoughtful Plan.
We build a strategy around your finances and your goals—where what you have meets what you want, and we map out getting there.
