Certified Financial Planner (CFP®) & Financial Advisor

Optimize Your Investments and Save Thousands in Taxes. Easily. Strategically. Effectively.

If you’re looking for a Certified Financial Planner (CFP®), we’re here to help. Located in Boston, MA, but serving clients worldwide, we specialize in helping female investors and small business owners with financial planning, tax and estate solutions, and investment management. 

Small Business Financial Planning

Our comprehensive offerings include Financial Planning, Retirement Planning, Investment Management, Estate Planning, Tax Planning, and Business Planning.

Does this sound like you?

You are a high-income professional making six figures but feel like you don’t have a big enough savings.
You know you should be saving & investing but you’re not really doing it.
Taxes, cash flow, and investing give you anxiety.
You don’t know if you’re spending too much money in your business and personal life.
It seems like your revenue is growing, but some months are better than others, and you don't know how to balance it out.
You lack the confidence and clarity to make business and personal financial decisions.
There's money coming in and going out, but you have no idea where it goes.

Stop worrying about your investments and start having more confidence about your financial future?

If you’re tired of feeling overwhelmed and uncertain about your financial future, it’s time to bring in a professional (US!) to handle things for you.

Manent Capital, Investment Management and Financial planning services for women in Boston

Investment & Financial Planning Services

Imagine not having to constantly monitor fluctuating markets, ever-changing tax legislations, or adapting to new financial laws.

We take care of all of that for you, offering a comprehensive service that handles all the complexities of financial management on an ongoing basis, giving you the peace of mind to focus on what you love most.

Manent Capital, VIP Financial Planning Day

VIP Financial Planning Day

Ever wish you could just press a button and have all your financial life neatly sorted and optimized in just a day?

Well, wish no more because our VIP Day is pretty much that!

In just one power-packed day, we’ll dive deep into your finances, give you expert advice, and you’ll walk away with a clear financial roadmap tailored just for you and your business. And don’t worry, we keep it all jargon-free and super approachable!

Manent Capital, Financial Courses and resources

Investing DIY Courses

Starting on that financial journey but not quite ready to go all-in with a personal financial advisor? Our DIY Investing Courses are pretty much like having a financial bestie in your pocket, guiding you as you take those first exciting steps in the investment world.

All the tips and tricks packaged in a fun, easy-to-follow course that won’t break the bank. Its your friendly guide to starting on investments, where you call the shots, learning at your pace, and get that expert guidance you’ve been looking for!

*No promotional fees or considerations were provided in association with this testimonial.

Meet The Manent Capital Team.

Manent Capital is a boutique Boston wealth management firm known to excel when it comes to alleviating individuals like you from financial stress and helping you reach financial stability.

We do this by combining financial planning with investment management– meaning we don’t just handle your money, we help strategize it. We create strategies for you to enhance your wealth, whether by pointing out investment opportunities you might have overlooked or coming up with custom financial plans you can implement in your life. To sum it up?

Working with the Manent Capital team can help you attain financial freedom without you having to lift a finger.

We aren’t just managing your wealth—we are changing lives.

Contact us today and we will empower you in your financial journey, educate you on continual improvement of your financial situation, and assist you in making the most of your resources.