Manske Wealth Management offers investment advice and financial planning with a primary focus on monthly client communication.
We work diligently to help clients minimize taxes, increase net worth over time, and provide a secure retirement. What sets Manske Wealth apart from the rest of Wall Street is the team's systemic dedication to staying in touch with our clients and keeping their other advisors informed. The firm works closely with other professionals, including accountants and attorneys, to achieve the client's total wealth management goals. Over the years, Christopher Manske and his formidable team have become well-known for the slogan by which they organize everything in their professional lives: "Every Client, Every Month™."
If you're considering hiring us, please take a moment to get to know our team better.
Financial Planning and Windfall Investing
Manske Wealth Management assists individuals with the financial aspects of major life changes. We excel in situations where clients receive life insurance after a death; lawsuit/divorce settlements; cash value created by an IPO; consolidations at retirement; inheritance; sale of a business; and 401K rollovers due to job changes.
We work directly with business owners and their HR teams to create Owner-Only 401k plans, SEP plans, defined benefit plans, and large, multi-platform 401(k) plans. We’re often selected by clients to provide better service on existing company retirement plans.
We offer expert oversight of professional athlete’s financial well-being for the long term. In addition to sophisticated management of their investments with disciplined focus on stability after their sports career, we serve as the athlete’s primary point of contact for any third parties requesting money or suggesting “sure thing” business opportunities.
Our firm assists boards and finance committees that supervise an endowment or a charitable fund. We provide formal minutes to our discussions, strategic advice on Investment Policy Statements, and sophisticated investment management tailored to the organization’s specific requirements.
We work with leaders at firms such as KPMG, Ernst & Young, and Price Waterhouse Coopers. We focus on solutions within the complex compliance requirements of the upper echelons of professional consulting to ensure a more sophisticated and personalized investment approach.
We create personalized 10(b)5-1 plans for insiders who are restricted by SEC Section 16 so that clients may buy or sell their illiquid asset at an opportune time. In addition to coaching clients on how to address the media regarding a sale/purchase, our team finalizes all the resulting notifications, public/SEC communications, and regulatory filings that follow each transaction.
We work closely to assist Divorce Attorneys with the properly valuation and actual division of assets in sophisticated divorces. When it’s more than just stocks and bonds, we can help with the intricacies of stock options, grants, warrants, complex insurance products, and annuities. Annuities, in particular, are very common and quite difficult to properly value and divide. We’re glad to help the attorney’s office with this key component of the divorce transaction.
Every Client, Every Month™ really sets Manske Wealth Management apart from the typical investment offering.
We make sure clients are informed via email, phone call, face-to-face meetings, monthly statements, performance reports and sharing documents in our secure internet "vault" that we set up for each client. While we send personal cards and gifts for special occasions, we never consider that part of our professional contact. We rarely use mass mail newsletters or firm-wide "company updates," and when we do it's not part of our professional obligation to keep our clients informed. Every Client, Every Month™ is our systemic dedication to knowing each client and making sure each client sees how their investment goals will be accomplished.
Have you seen the other ways we're different?
In our company logo, two letter M’s stand side by side holding up a red letter W. This signifies that the burden of communication and education about our client’s financial lives rests on our shoulders, where it belongs.
Hidden inside is an arrow pointing upward signifying progression, profits, and precision; the arrow is hidden suggesting a humility that contrasts with the rest of Wall Street where the majority of attention is given to only the most wealthy clients. The two letter M’s share a leg because all of us at Manske Wealth work as a team, sharing in each other’s victories and mistakes.
It’s this teamwork that acts as the main column supporting our overall mission: To continually earn the trust of clients by providing disciplined communication and sophisticated wealth management solutions in an environment that offers hard-working employees meaningful, life-long careers focused on honorable financial service.