Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.
Welcome to Manna Wealth Management. Our business is founded on the belief that successful wealth management is a lifelong process. Wealth evolves. You earn it; you inherit it; invest it, spend it, and donate it. You distribute wealth to your loved ones. You help finance educations, weddings, and plan for the transfer of assets to others later in life. At Manna Wealth Management, we help people invest and protect wealth at the various stages of life. Our seasoned professionals use every tool of wealth management in an effort to preserve your capital and maximize may your returns. We're large enough to expertly manage all your financial needs, yet small enough to give you the intensely personal service you deserve. We believe that our approach has passed the test of time. Our executives have worked in the financial realm through market cycles, through economies weak and strong, and through both good times and difficult times. In any climate, we are a steady hand for our investors. Proven expertise, personal service. That's how we help our clients manage their financial affairs with confidence. It's how we've earned their trust. It's how we can help you achieve your goals. Florida Residents please call 305-306-7107
UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
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