Covid-19 Message: We have the ability to interact with any client or prospect virtually. Use of Zoom, RightCapital, and DocuSign have enhanced our process and workflow during this time when face-to-face meetings + presentations are prohibited. Stay healthy + well!
DEVELOPING INNOVATIVE STRATEGIES
FINANCIAL PLANNING - INVESTMENTS - INSURANCE
We offer advisory services to both successful individuals and small businesses. Advising our clients on financial planning, retirement income strategies, investment management, and insurance (life, income protection & long-term care).
No two clients are the same. The cookie-cutter approach to financial management, practiced by large national firms, is dated and doesn't lead to tangible success. An advisor willing to educate, explain, and provide multiple options to achieving goals, is the answer!
We use many tools to identify, prioritize, and guage the progress toward our goals. Technology has enabled us to share research, communicate in effective ways for the client's lifestyle, and consolidate all our accounts into a usable dashboard for making decisions.
Mannix Wealth Management, LLC. (“Mannix Wealth”) is a State Registered Investment Adviser. Mannix Wealth and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by the State of North Carolina and those states in which Mannix Wealth maintains clients. Mannix Wealth may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Mannix Wealth’s website is limited to the dissemination of general information regarding its investment advisory services to prospective clients where providing such information is not prohibited by applicable law. Accordingly, the publication of Mannix Wealth’s website on the Internet should not be construed by any prospective client as its solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Mannix Wealth does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. For additional information about Mannix Wealth, including registration status, fees, and services, contact us for a copy of our disclosure brochure.
Mannix Wealth does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Mannix Wealth’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.