
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.

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.

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





Investment Planning
Retirement Planning

Charitable Gifting

Estate Planning
Insurance & Risk Management
Tax Planning
Gifting to Others

Cash Flow Planning including Bill Pay

Education Planning

Business Succession Planning
OUR Partners







