Understanding Today’s Financial Environment
Welcome to Manifest Wealth Management, a team of independent Financial Advisors with Waddell & Reed offering private wealth management services in Minnesota. We understand that individuals face unique challenges as they pursue their financial goals. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is cash flow management, risk management, preparing for retirement, college savings, or estate planning strategies, our personalized service focuses on your needs, wants, and financial goals and objectives.
Who We Are
We are advisors who strive to put the needs of clients first and to provide industry leading advice and service
How We Work
We work with you to create customized strategies designed to address your personal needs.
What We Offer
We offer comprehensive wealth management and financial planning strategies through Waddell & Reed.
Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
WealthLink is your personal online portal providing a holistic view of your financial life in one secure location.
Second marriages are a trigger event to revisit any existing estate strategies.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Military families face unique challenges, making personal finance even more critical.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are you ready for retirement? Here are five words you should consider.
What if instead of buying that vacation home, you invested the money?
You’ve made investments your whole life. Work with us to help make the most of them.
Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.
Around the country, attitudes about retirement are shifting.
Here’s a quick guide to checking to see if you have unclaimed money.