Broker Check
Your Financial Resource Simplifying the Complex Tailored to You A Full-Service Practice

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.

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.

Helpful Content

Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

 

Do well by doing good

Many people include charitable gifts in their estate plan. Have you considered doing so? Check out all the different ways to

Review Life Insurance Beneficiaries to Avoid Surprises

Big life changes may require you to update your life insurance beneficiaries. Have you reviewed yours lately?

Tips for Creating a Budget and Sticking to It

Budgeting is the first step to managing your finances. Here are four tips to help you create and stick to a budget.

Estate Planning for Future Generations

If your family is like many, talking about money is taboo. Don’t let that be the reason your legacy doesn't last.

Market Volatility and Your Portfolio

Market volatility – particularly when it results in big headlines – can sometimes make you wonder about your portfolio.

Five Myths About Group Disability Insurance

Are you aware of what your employer-offered disability insurance covers? Call me to find out what questions you should ask.

View all articles arrow

Annual Review

A lot can happen in the course of a year.

Creative Planning

Turn insight into action with Waddell & Reed WealthLink’s creative planning tools.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Let’s Look Forward

A lot can happen in the course of a year. Waddell & Reed WealthLink organizes your financial life.

Elder Care

They may not admit it, but as your parents age they might need your financial help.

Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

View all videos arrow