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Retire Well with Our Simple, yet Sophisticated Process

Private Wealth Management Built on Integrity and Experience

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A Message From Our Founder

J. Lawrence Manley, Jr. CFA


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.

I will help YOU Retire Well:

  • Retirement Planning
  • Tax Strategy
  • Prudent Investment Management

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

Schedule a FREE 15-minute "Investing for Retirement Strategy Session"

Investing for Retirement Can Be Complicated and Stressful

Planning for Retirement makes many people feel:

  • Uncertain when they can retire or if they can retire better?
  • Overwhelmed by the possibilities and complexity.
  • Worried that they will make a mistake and may not be okay in retirement
  • Skeptical and unsettled about trusting someone else when there's so much at stake

Everyone Deserves to Enjoy a Comfortable and Secure Retirement

Manley Capital Management has served as a trusted partner for individuals and families, providing private wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We believe that clear, honest, and consistent communication is essential, so each client understands exactly how and why they are positioned to reach their goals and retire well.

Retirement Planning | Tax Strategy | Investment Management

Our Simple Process

Our 15-minute “Investing for Retirement Strategy Session”

We discuss your current situation, retirement goals, and concerns.

The purpose is to learn about you, what you want to accomplish with an advisor, and to understand if we have the right services to help you achieve what is most important to you.

Our Discovery Meeting

Our deeper dive into your goals, concerns, and current financial situation to understand:

  • When can you safely retire?
  • Can you pay less tax?
  • Can you invest better with less risk?
  • Can you be confident that you will Retire Well?

Our Follow-Up Meeting

We show you how to achieve your goals, so you are confident and secure in retirement. We discuss your:

  • "Investing for Retirement One Page Plan"
  • Personalized Tax Report
  • Portfolio Analysis and Stress Test

At the end of the meeting, you decide if it makes sense for us to work together.

Schedule a FREE 15-minute "Investing for Retirement Strategy Session"

Question:

Why are we giving you a comprehensive retirement plan for FREE?

Answer:

At Manley Capital, we believe that everyone deserves to retire well, and a financial plan, tax strategy, and risk analysis are the critical foundation that everyone preparing for retirement should have. Also, we are very confident that you will recognize the tremendous value we provide and choose to work with us.

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