Manske Wealth Management

Who We Are

At Manske Wealth Management, we are a disciplined and well-credentialed team of professionals dedicated to providing sophisticated wealth management and individualized investment advice to our esteemed clients. Our commitment to excellence has earned us a reputation for delivering exceptional results, and we take great pride in our team's collective expertise and commitment to client-centric service.

Our Mission

As a client-centric organization, we recognize the importance of meaningful communication. We believe that every client deserves regular updates and transparency throughout the year. That's why we make it a point to communicate with each client every month, whether it's through a phone call, email, face-to-face meeting, monthly statements, performance reports, or sharing documents in our secure internet "vault." This level of engagement allows us to build personalized relationships and tailor our services to meet the unique needs of each client.

How We're Different

At Manske Wealth Management, we're committed to going above and beyond to deliver exceptional service. We believe that tax strategy is just as important as investment management, which is why we offer to provide your CPA with your tax documents and collaborate with them for a tax strategy session at least once a year. We also insist on meeting annually to review your plans, performance, and your evaluation of our services. Our annual review includes creating, sharing, and storing the notes from these meetings for your reference.

Our Services

As a seasoned team of professionals, we're dedicated to providing expert guidance and personalized service to our clients. Our comprehensive services include:

• Sophisticated wealth management and individualized investment advice
• Personalized referrals to a network of trusted professionals
• Monthly communication to keep you informed
• Annual review to assess progress and goals
• Tax strategy sessions with your CPA
• Online system and statement training

Our Values

At Manske Wealth Management, we're committed to upholding the highest standards of client care. Our values align with the "fiduciary" standard, which requires us to maintain strict attention to fees and best interests. We believe that our clients deserve the highest level of service, and we're committed to delivering exceptional results.

Our Team

Our team is comprised of experienced professionals with a passion for delivering exceptional service. You can learn more about our team and their collective expertise by visiting our website.