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Nicholas M
CFP®, Series 63, Series 65
Hunt Valley, MD
Perspective Wealth Management
Nicholas Mangione is a CFP® professional with six years of industry experience, currently serving at Perspective Wealth Management in Hunt Valley, MD. He previously worked at Hayfields Country Club before joining The Junk Investment Group, which later rebranded as Perspective Wealth Management. Outside of advisory work, Mangione is an insurance agent and a member of family investment entities involved in real estate and other asset classes. Perspective Wealth Management provides financial planning and portfolio management to individual and high-net-worth clients, focusing on an objective-based investment approach using equity mutual funds and ETFs. The firm manages over $525 million in client assets and offers both discretionary and non-discretionary advisory services with ongoing account monitoring.
Eli A
CFP®, Series 66
Hunt Valley, MD
Perspective Wealth Management
Eli Adams is a CFP® professional with 10 years of industry experience. He is affiliated with Perspective Wealth Management and has worked at The Junk Investment Group since 2016, with a brief tenure at Securities America Inc. Additionally, Adams holds a license as an insurance agent. Perspective Wealth Management serves individual and high-net-worth clients by providing financial planning and portfolio management through both discretionary and non-discretionary advisory relationships. The firm employs an objective-based investment strategy focusing on equity mutual funds and ETFs, managing over $525 million in client assets with ongoing account oversight.
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