Our Services

Manetta Wealth And You: Working Together Towards Success

Our Mission is to “Provide conflict free advice. Period.”

Our commitment is to bring clarity to your financial journey so that you have the confidence to live your life to its fullest. Put simply, we want you to have fun and spend more time enjoying your life.

In helping clients manage the complexity of their wealth, Manetta Wealth Management seeks to develop relationships that are candid, respectful, and mutually beneficial. We want to build a solid foundation and set proper expectations for our relationship so we can succeed together.

Working closely with you, MWM seamlessly integrates the four critical components of wealth management:

Cash Management (Bill Pay), Investment Management, Financial Planning, and Tax/Estate Guidance.

We provide the following services when managing your household:

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

Planning Services

We believe that a comprehensive plan should address an agreed-upon combination of topics related to Cash Management, Investment Management, Financial Planning, and Tax/Estate Guidance.

To this end, we will deliver a Financial Plan and annual updates that review your goals and priorities, communicate your progress and seeks to help increase your probability of success. Should your needs fall outside our area of expertise, we will coordinate with your other financial professionals, including your tax professional and attorneys.

Your Financial Plan and subsequent reviews will cover topics relevant to your situation, including some or all of the following topics:

Investment Planning

Retirement Planning