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.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.
How literate are you when it comes to your finances? Brush up with these five basics.
If your family is like many, talking about money is taboo. Don’t let that be the reason your legacy doesn't last.
Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.
These days we’re quick to make all our purchases with credit cards – even the small ones. But is that wise?
WealthLink is your personal online portal providing a holistic view of your financial life in one secure location.
Are health insurance premiums eating into more of your budget than you’d like?
You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.
Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.
Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
A lot can happen in the course of a year.
Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.
In the world of finance, the effects of the "confidence gap" can be especially apparent.