Manetta Wealth Management
I take great pride in having built a business that truly honors my clients best interests without interference from anything. This allows me to help my clients, without hurting them.
Manetta Wealth Management · San Ramon, California
Is this you, Thomas?
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About
I am an independent registered investment advisor who custodies client assets at Altruist. I offer conflict free advice to protect my clients best interests and I pride myself on “helping, without hurting” to achieve the best outcomes for my valued clients.
Who they serve
- High earners
- Founders
- Pre-retirees
- Early-career professionals
- Retirees
Services
- 401(k) & IRA Management
- Asset Allocation
- Alternative Investments
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- Estate Planning
- Financial Advice & Coaching
- Individual Tax Services
- Financial Planning
- Insurance/Risk Management
- Investment Management
- Portfolio Management
- Retirement Planning
- Tax Strategy
- Wealth Management
Structured record
| Name | Manetta Wealth Management |
|---|---|
| Firm | Manetta Wealth Management |
| Location | San Ramon, California |
| Fee model | Percentage of Assets (AUM) |
| AUM | $25M - $100M |
| Founded | 2024 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Designations | Series 7 · Series 66 |
| Investment approach | Active management |
| Website | www.manettawealth.com |
| https://www.linkedin.com/in/thomas-j-manetta-msfa-9598018/ |
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Specialties
- Small business owners
- Retirement planning