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.
With appropriate asset allocation, investment selection and diversification,
our custom portfolios can provide the best return possible for your level of risk.
Achieving your desired lifestyle by determining how much to save,
what to invest in, and how to manage your money after you stop working.
We take steps to ensure our clients are most effective with minimizing their tax burden.
Providing our clients with peace of mind in planning
their transition of wealth from one generation to the next.
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
The Mann Team is comprised of a unique group of individuals, who collaborate and thrive in a team environment.
Contact us today for a second opinion.