Retire With Confidence
Reach Your Goals | Grow Your Wealth | Reduce Your Taxes
At Manley Capital, we understand that investing for retirement can be complicated and stressful, and it can be scary trusting someone you don’t know well with so much.
I managed investment portfolios for major pension plans, endowments, and high-net-worth individuals, and now I specialize in helping people prepare to retire well.
I’m a Chartered Financial Analyst charter holder (CFA), with more than twenty-five years of institutional investment experience. My research has been published on Marketwatch, Seeking Alpha, Safe Haven, and Substack.
We work hard to understand your unique situation and priorities. Then we design a financial plan that achieves your near and long-term goals.
We work with you to create a detailed Tax Strategy that helps you reach your retirement goals and minimize your tax burden.
We are a fiduciary that builds long-term, cost-efficient portfolios designed to achieve the highest return at your desired risk level.
Manley Capital Management is a Registered Investment Advisor founded in 2013 to provide responsible private wealth management services to investors seeking capital appreciation, balanced with risk management and a focus on preserving capital.
Follow us on: Substack | Seeking Alpha | LinkedIn
Our deeper dive into your goals, concerns, and current financial situation to understand:
We show you how to achieve your goals, so you are confident and secure in retirement. We discuss your:
At the end of the meeting, you decide if it makes sense for us to work together.
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.