Comprehensive Investment Services

The professionals of Manning Wealth Management strive to offer the highest level of personalized, comprehensive financial planning. We strive to exceed expectations at every level of the client relationship, delivering products, services, advice, and information that aim to support wise decisions for a secure and rewarding financial future.

We offer unique strategies designed to help alleviate income and estate tax issues for business owners and high-net worth individuals, complementing our comprehensive asset management and holistic financial planning services:

For Business Owners	For Family Estates	For Planned Giving
Business Entity Planning Qualified Retirement Plans Stock Option Planning Key Person/Executive Benefits Deferred Compensation Plans Buy/Sell Planning Succession Planning	Limited Liability Corporations Family Limited Partnerships B Trust Planning* Irrevocable Life Insurance Trusts Grantor Retained Annuity Trusts* Wealth Replacement Trusts* Personal Residence Trusts* Dynasty Trusts*	Charitable Remainder Trusts* Charitable Gift Annuities Pooled Income Funds Charitable Giving Funds Foundation Planning Donor Advised Funds

*Manning Wealth Management works with various attorneys for the legal work needed to facilitate effective financial planning for their clients.