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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
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The SECURE Act was enacted in December 2019 and expands savings opportunities for workers and includes new requirements and..
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