Manhattan Wealth Management Group

Manhattan Wealth Management Group Independent Financial Advisory Firm. Securities offered through LPL Financial, Member FINRA/SIPC. MPWM Advisory Solutions, a registered investment advisor.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. www.finra.org and www.sipc.org Investment Advice offered through. MPWM Advisory Solutions and Manhattan Wealth Management Group are separate entities from LPL Financial. For a list of states in which I am/we are registered to do business, please visit www.manhattanwealthmanagement.com

Roth conversions aren't just a tax move—they're a timing decision. Converting during lower-income years or market dips c...
08/28/2026

Roth conversions aren't just a tax move—they're a timing decision. Converting during lower-income years or market dips could mean more tax-free growth later. But it's not right for everyone. Curious how it fits your situation? Let's talk it through.

Giving to causes you love while potentially gaining tax flexibility? Donor-advised funds let you separate the timing of ...
08/26/2026

Giving to causes you love while potentially gaining tax flexibility? Donor-advised funds let you separate the timing of your contribution from when the charity receives it. Worth exploring—especially in higher-income years. Curious how this fits your situation? Send me a message.

Volatile markets have a way of making us feel like action is the answer. But reacting to short-term swings can sometimes...
08/24/2026

Volatile markets have a way of making us feel like action is the answer. But reacting to short-term swings can sometimes undo years of thoughtful planning. A steady strategy often serves you better than a reactive one. Curious how this applies to your situation? I'm happy to talk it through.

Inflation affects your grocery bill. Interest rates shape your mortgage. But together? They quietly influence your retir...
08/21/2026

Inflation affects your grocery bill. Interest rates shape your mortgage. But together? They quietly influence your retirement timeline, your investment strategy, and your purchasing power for years to come.

Understanding the relationship can help you make more informed decisions.

Curious how this fits into your plan? I'm happy to talk it through.

Long-term care costs can quietly reshape a retirement plan—yet it's one of the most overlooked conversations. Planning a...
08/19/2026

Long-term care costs can quietly reshape a retirement plan—yet it's one of the most overlooked conversations. Planning ahead may offer more options than waiting until it's urgent.

Curious how this fits your bigger picture? Let's talk.

Life has a way of dropping big moments—new baby, business sale, unexpected inheritance—without a financial roadmap attac...
08/17/2026

Life has a way of dropping big moments—new baby, business sale, unexpected inheritance—without a financial roadmap attached. Each one shifts your tax picture, insurance needs, and long-term goals in ways that aren't always obvious at first glance.

Navigating a major transition? I'm happy to talk it through.

Interest rates shift. Inflation fluctuates. Headlines get loud. But your financial plan shouldn't react to every economi...
08/14/2026

Interest rates shift. Inflation fluctuates. Headlines get loud. But your financial plan shouldn't react to every economic update—it should be built to weather them. Curious how today's environment fits your bigger picture? Let's talk it through.

RMDs have their own schedule—and it doesn't care if the timing works for you. Understanding how these withdrawals fit wi...
08/12/2026

RMDs have their own schedule—and it doesn't care if the timing works for you. Understanding how these withdrawals fit with your other income sources can help you plan smarter, not just react.

Got a "what does this mean for me?" question? Send it my way.

A Roth conversion isn't just about taxes today—it's about where you want flexibility tomorrow. Converting in lower-incom...
08/10/2026

A Roth conversion isn't just about taxes today—it's about where you want flexibility tomorrow. Converting in lower-income years could potentially reduce future RMDs and create tax-free growth. But timing matters, and so do the trade-offs. Curious how this fits your situation? Let's talk it through.

RMDs don't care if you need the money—they show up anyway once you hit the age threshold. The question isn't just "how m...
08/07/2026

RMDs don't care if you need the money—they show up anyway once you hit the age threshold. The question isn't just "how much" but how it fits with your other income, your tax bracket, and your overall plan.

Curious how this plays into your situation? I'm happy to talk it through.

Address

370 Lexington Avenue
New York, NY
10017

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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