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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.

Playing Guitar

Our Process

It is, by design, a three-month vetting process. I need to get to know all things about you and your financial life. You need to know all about my background, education and experience. Most importantly, we need to make sure I can add enormous value today and every day thereafter before we agree to start.

Senior Couple on Vacation

Minimums & Fees

I do my best work with clients who have a minimum of $20mm in assets. I have service models that accommodate those with less as my goal is to never turn anyone away. I charge a flat 1% for investible assets under management.

Senior Man Working from Home

Testimonials

“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.

I've been doing this my whole life.

MANETTA WEALTH MANAGEMENT

Thomas J. Manetta

Living up to the Fiduciary Standard: I have worked in finance for over 35 years. My experience is more extensive and varied than other advisors and my education and commitment to being the best is unrivaled. 

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