A complete list of active advisors currently associated with Maney Wealth
Warmer can help you find a great advisor at Maney Wealth or one who fits your needs even better.
Maney Wealth is a small, state‑registered independent investment adviser that provides discretionary portfolio management and standalone financial planning and consulting for individuals, high‑net‑worth clients, trusts and estates, pension and profit‑sharing plans, and business entities. In addition to common individual wealth‑management services, the firm also manages institutional mandates such as retirement plans and corporate accounts, a capability that is relatively uncommon for solo independent advisers. The firm frames relationships as fiduciary, goals‑based engagements and tailors investment strategies to each client’s objectives, coordinating tax‑aware analysis and estate‑planning review with outside professionals as needed. Investment decisions draw on a blend of fundamental, technical and cyclical analysis, emphasize longer‑term holdings with periodic rebalancing, and may include ETFs, mutual funds, municipal bonds and alternative investments where appropriate. Notable for a newly formed, single‑advisor practice, the firm manages about $9.4 million in discretionary assets across a very small, concentrated client base, which implies relatively large account sizes and institutional relationships uncommon at this scale. The brochure also highlights access to third‑party estate‑planning platforms (not provided through a solicitor arrangement) and formal compliance and custody procedures, which are additional operational features that distinguish the firm from many peers.
To learn more about the advisors currently working at Maney Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Francisco, CA
| 8
|
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