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Services Overview

Our firm is built on three core principles:

  • Meeting our clients where they are in life.

  • Making sure there is "purpose" behind every financial decision.

  • Removing the anxieties money creates for families.

​Each of our investment solutions is designed to deliver on these core principles. Explore below to learn more about which solutions are right for your family.

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Strategically Personalized Framework (SPF)

Achieving financial security requires a thoughtful strategy. It doesn't happen by default. Our Strategic Personalized Framework is specifically designed to address recession fears by creating flexibility and resiliency within your finances to weather events like the 2008 Great Financial Crisis. . 

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Wealth Accumulation Target (WAT)

Time is a non-renewable resource & life is busy. We designed the Wealth Accumulation Target solution for busy professionals like you. Our goal is to fit the wealth management experience around your life so you can start earlier and stay consistent on your personal financial journey. Customize every stage of engagement to what works best for you.

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Treasury Bond Ladder (TBL)

The United States Treasury Bond Ladder is a short term bond ladder designed for capital preservation & income support. The ladder is designed to have approximately 20%-25% of the account value coming available for withdrawal every 90 days.  If the funds are not needed they are reinvested. 

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Wealth Coaching Service (WCS)

MW's Wealth Coaching Service is designed for self-directed and young professionals who are looking for financial guidance, education, and a personal resource at a reasonable cost. We are your on demand personal finance resource. We assist clients with questions a like understanding company retirement plans, 529 College Savings Accounts, preparations for a new baby, etc. 

Working With McMannis Wealth

Here's an explanation of the Assets Under Management (AUM) fee structure and why we use it.

Here's a step by step process of what our client engagement experience is like.

Before you say something like, "I don't have enough money for this", give us a call. Our target portfolio sizes are NOT designed to restrict clients from achieving their goals. If a solution is right for your family we'll figure out how to make it work.

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