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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

Athlete

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

Bridging the Confidence Gap

Bridging the Confidence Gap

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

Asset Allocation

Asset Allocation

Let’s meet to create a risk tolerance profile and an investment portfolio that supports your goals. Call me.

 

HSAs: Are they just what the doctor ordered?

Are health insurance premiums eating into more of your budget than you’d like?

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.

Seek your goals with a professionally managed portfolio

Learn more about our advisory products and how they might play a role in your investment strategy here.

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.

10 Tips to Master Personal Finance

Life is complicated enough without having to worry about personal finance. Luckily, we're here to help.

Five ways Millennials are disrupting home ownership

Millennial homeownership is happening, it’s just different than what we have seen before.

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Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

Financial Planning

Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started.

Dentist

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

Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

College Saving

Contact me to develop an education investment strategy that can put your children on the path to success.

Family View

As our parents grow older, it’s our turn to help them like they helped us. I can show you how. Call me today.

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