Investment Management & Financial Planning Services for Women & Couples
Our Investment Management and Financial Planning Services are designed specifically for high-income individuals, successful business owners, and those navigating significant life events like divorce, inheritance, or retirement.
We’re not just here to help you grow and protect your wealth – we’re your personal financial team, handling everything from budgeting to retirement planning.
Our Investment Management & Financial Planning Service is ideal for you if:
Journey To Wealth Confidence
Our complimentary Journey to Wealth Confidence process is tailored to high-income, small business owners, and those who are managing significant wealth due to life events such as inheritances, retirement, or divorce. This process addresses three crucial questions:
How can you best preserve and grow your wealth?
Are you effectively managing your tax liabilities?
Is your portfolio structured to your financial objectives?
We answer these questions (and any others you may have!) in a personalized Wealth Confidence Roadmap. For individuals and businesses who align with our firm’s expertise, this process comes with no cost or obligation. We believe in demonstrating our value before you invest a single dollar with us.
View Our Step by Step investment process
What Our Process Looks Like:
Get Acquainted Call
This initial 15-minute call ensures that your financial situation aligns with our expertise. It’s our chance to mutually assess fit – we want to ensure our services can truly serve your financial needs.
If for any reason we aren’t the best match for you, we’ll gladly refer you to a firm better suited to your unique financial needs.
Your responses, coupled with the documents we request, will guide our comprehensive analysis. Our goal? Clear, concise, and practical answers to your most pressing financial questions.
Now it’s time for us to work our magic!
Leveraging our specialized industry knowledge, we focus on answering these key questions:
- What strategies will most effectively preserve and grow your wealth?
- Are you managing your tax liabilities as effectively as possible?
- Could your portfolio benefit from improvements?
- What potential threats could impact your financial stability, and how can they be mitigated?
Strategy Presentation Meeting
During this meeting, we’ll explain, in clear terms, the steps necessary to achieve your financial goals, including answers to the crucial questions from our analysis. You’ll see in dollars and cents, how our firm can improve your finances.
At the end of this meeting, you can decide if you’re ready to team up with us or if you need a bit more time to think it over.
Reflect & Decide
We understand the importance of taking the time to make the right decision.
Prior to deciding whether to work with us, we recommend you consider the following:
- Do I trust and respect the team at Manent Capital?
- Do their services provide value that exceeds the cost?
- Do I agree with their investment philosophy?
- Do their recommendations make sense to me?
In this final step, we’ll address any questions or concerns you may have. When you’re ready, we’ll assist with the paperwork to officially welcome you as a client.
Before this meeting, we’ll provide a detailed outline of the onboarding process and respond to any questions or concerns you might have.
*While we’d be delighted to have you on board, we understand if you decide it’s not the right fit. There’s never a hard sell or pressure. We sincerely wish you the best on your journey to wealth confidence, regardless of your decision.
On-Going Premium Package
What We Can Do For You:
- Financial Planning: Whether you’re looking to expand your business, buy a home, or secure your children’s education, we create a tailored plan that aligns with your unique entrepreneurial lifestyle.
- Investment Planning: We offer customized investment advice that takes into account your risk tolerance, time horizon, and both business and personal financial goals.
- Retirement Savings and Income Planning: From SEP IRAs to Solo 401(k)s, we’ll help you explore retirement savings options that offer both high contribution limits and tax advantages.
- Tax Planning: With high income comes high tax responsibility. We’ll help you navigate the complexities of the tax code, focusing on strategies that minimize your taxes while maximizing opportunities for both your personal and business finances.
- Cash Flow Optimization: We’ll help you structure how and when you pay yourself, how much to reinvest in the business, and manage your money efficiently as your business grows.
- Hiring and Contractor Consultation: In-depth cost-benefit analyses to guide hiring decisions, helping you understand how you can afford that new associate!
- Advanced Real Estate Investment Analysis: Before you jump into any property investment, we offer a deep dive into the numbers to make sure it aligns perfectly with your financial goals.
- Education Planning: Whether it’s planning for your children’s college education or your own continued professional development, we’ll help you create an education funding strategy that makes sense.
- Risk Management and Insurance Planning: As a high-income entrepreneur, your business and personal risks are often intertwined. We’ll help you identify and manage these risks through tailored insurance solutions, protecting both your personal assets and your business.
- Estate Planning: We’ll help you create a comprehensive estate plan that protects your money and ensures a smooth transition of both your personal wealth and business interests.
- Special or Unique Needs: Whether you’re dealing with business succession, divorce, or other special circumstances, we offer specialized planning to meet your specific needs.
Our Investment Management & Financial Planning package is based on the size of your portfolio.
We charge 1.5% per year based on the total value of your assets under management (AUM).
If your AUM is less than $500,000, we apply a minimum yearly price that can be paid in quarterly or monthly installments of $625 per month.
Still have questions?
What Makes Manent Capital’s Financial Planning Services Unique?
Why Focus on Financial Planning Services for Women?
What Does the Journey to Wealth Confidence Process Entail?
Our Journey to Wealth Confidence is a complimentary process where we work closely with you to address key questions about wealth preservation, tax liabilities, and aligning your portfolio with your financial objectives. We develop a personalized Wealth Confidence Roadmap, illustrating a clear path to achieving your financial goals without any obligation.