As a wealth management firm, we offer expertise in all financial disciplines.

From financial advice, business entities planning, investing strategies, estate planning, tax strategies and more; we have experts to walk with you through all of your financial needs.

Our dedicated research team ensures that all of our clients have the most accurate information before moving forward. Our advisors work with you to ensure you understand the options.

But that isn’t what sets us apart.

Our unique strength is in creating a customized plan that relates to your goals. This is because we engage with you on a personal level. With Manning Wealth Management, life comes first. We do comprehensive financial planning that moves you closer to realizing your life goals.

While every client has a unique financial picture, here are glimpses into different phases of life.


High Net Worth Individuals & Giving Back

Wealth comes with unique challenges. From ensuring your legacy, to elevating the lives of others, to protecting your interests, there are complex issues to be addressed. Many can be difficult to navigate alone and require multiple service providers.

Let us lead the way:

  • Income and Estate Tax Alleviation Strategies
  • Family Estate Planning
  • Philanthropic Planning
  • Trusts & Charitable Trusts
  • Foundation Planning
  • Donor Advised Funds

Business Owners

Owning and running a business is a complex challenge. Especially as the business grows, you will need to explore additional options and planning. From insurances to retirements to compensation plans and more, the options can be overwhelming.

Let us be your partner in:

  • Retirement Planning
  • Business Entity Planning
  • Executive Benefits
  • Compensation Plans
  • Insurances
  • Buying, Selling and Succession Planning

Individuals and Families

Life is a continuous cycle of both exciting and uncertain transitions. Make the transitions as smooth as possible with a comprehensive game plan. That way you can focus on living life. 

While life will always be full of surprises, we won’t leave anything to chance with your financial planning, including:

  • College Planning
  • Retirement Planning
  • Life insurance

Young Professionals  

When starting out in a new career, you want to make sure you build a solid financial foundation. Many recent grads have questions about how to best approach investing, savings and retirement planning.

Together we can get you started on the right foot for:

  • Financial Counseling
  • Down Payment Savings
  • Retirement Planning
  • Stock Option Planning