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Fiduciary Wealth Advisor | Real Estate & Tax Focused Financial Guidance🏡 | Wealth Management from Miami 🌴 to Malibu🏄🏼
🏆Ranked Top Advisor to Watch🏆

Manna Wealth Management has proudly served individuals and families since 1962

Trusts, business entities, and family partnerships can help define who manages assets, who benefits, and what happens ne...
10/16/2026

Trusts, business entities, and family partnerships can help define who manages assets, who benefits, and what happens next. The real question: Is your family’s plan clear to everyone who will need it? Find out how we can help.

Book a Free Intro Call

10/16/2026

You can build wealth and still leave your family wondering who makes the decisions when you’re gone.

Trusts, business entities, and family partnerships can help define who manages assets, who benefits, and what happens next. The real question: Is your family’s plan clear to everyone who will need it?

Book a Free Intro Call.

10/14/2026

One advisor rarely has every answer for a wealthy family. Coordination between your investment, tax, legal, insurance, and lending professionals is essential.

At Manna Wealth Management, I help connect your financial plan with your broader advisory team.

Book a Free Intro Call.

10/12/2026

You can be worth $10 million and still feel trapped by your monthly bills.

Homes, tuition, travel, and staff can turn a remarkable net worth into a surprisingly thin margin of safety. How much of your wealth could you actually access if your income stopped tomorrow?

Book a Free Intro Call.

10/11/2026

A sudden windfall can change your bank balance overnight. It can also bring pressure, confusion, and requests from people you love.

Before you make a major move, pause. Get clear on taxes, cash needs, family boundaries, and what you want this money to make possible.

The first smart move after sudden wealth might be slowing down. What would you do first?

10/11/2026

October 15 could be your last chance to make three important 2025 IRA moves. ⏰

If your business filed on extension, you may still be able to fund a SEP IRA. You may also have time to correct an excess IRA contribution or withdraw a contribution you regret. Leave an excess uncorrected, and it can trigger a 6% tax each year.

Your financial plan deserves attention beyond April 15. Message me to review your options before the deadline.

10/09/2026

Your portfolio had a great year. Did your tax plan keep up? 📈

A big gain, a bonus, or a business sale can change your tax picture fast. Before December 31, review what you’ve realized, what you may still sell, and whether you’ve set aside enough for the bill.

A winning year deserves a plan. Message me to look at the whole picture.

10/08/2026

You can be worth $20 million and still be short on cash when the tax bill arrives.

That’s why I talk with families about a liquidity bucket: money available for taxes, property costs, opportunities, and the unexpected—without having to sell an asset at the wrong time.

Wealth is what you own. Liquidity is what you can use.

10/07/2026

The stock that made you rich could leave you feeling trapped. 📈

Sell and face the tax bill. Hold and keep the concentration risk.

Staged sales, charitable gifting, exchange funds, and hedging are strategies worth exploring.

Before one stock dictates your future, let’s build a plan. Message Manna Wealth Management.

Address

429 Lenox Avenue , Suite 527
Tysons Corner, VA
33139

Telephone

+17035330030

Website

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