Our Team

The Mann Team provides all aspects of wealth management including investment portfolio management, retirement planning, estate planning and other related financial services. Our overriding objective is to provide a personally tailored client experience that best reflects our client’s values helping them to achieve their current and future goals.


Investment Strategy

With appropriate asset allocation, investment selection and diversification,

our custom portfolios can provide the best return possible for your level of risk.

Retirement Planning

Achieving your desired lifestyle by determining how much to save,

what to invest in, and how to manage your money after you stop working.

Tax Strategy

We take steps to ensure our clients are most effective with minimizing their tax burden.

Estate Planning

Providing our clients with peace of mind in planning

their transition of wealth from one generation to the next.

Our Values

We put our clients first

We provide unique value to clients, by broadening our scope globally

Ideas are the engine of our business

We are an entrepreneurial, hard-working culture

We strive for client intimacy


Learn More About Our Team

The Mann Team is comprised of a unique group of individuals, who collaborate and thrive in a team environment.


Recent Reports

Pitfalls of Trying to Time the Market

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Hidden Taxes

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Get in Touch!

Contact us today for a second opinion.