Wealth Management

Creating Strategies that Fulfill Your Needs

A wealth management strategy is the best way to ensure your assets are managed to reach optimal revenue growth.

To get a free consultation or start working with us, fill out the form.

Why do you need a wealth management strategy

Wealth management is a high-level professional service that offers an integrated approach to income and asset development and protection. It also helps to decide how much of the wealth of a client is to be allocated and for what use.

In a single wealth management strategy that both simplifies and organizes, wealth management usually encompasses investment planning, financial planning, tax and accounting services, retirement, legal, or estate planning.

What We Do For You

Develop a strategy for wealth management based on your financial situation

Manage investments and assets to optimize growth

To minimize taxes on your portfolio, test tax strategies

Risk management and finding opportunities

Based on your goals, make recommendations

Ready to get started?

To start working with us call at 404-900-1040!
Book an Appoıntment

What Our Customers Say

We believe that our clients’ success equals our success. We understand you and your business' needs.
''They handle things that would otherwise take my entire day and always keep me updated. The team always answers the phone with patience for every impromptu question and request.''
Lewanna Brown Owner of Copper Cove
''They are very professional and accommodating. I needed to get my taxes done quickly, and without hesitation they were able to fit me into their schedule. Great Service!''
Shantia Warren
''They are very professional and responsive. They are always eager to help and assist. It is a great value for what you pay. As a small business owner they have made the running of my business a whole lot easier.''
Joseph Nesiama Owner of FON Solutions LLC
''I have been doing business and personal taxes with Manay CPA for many years. They are very professional and do quality job. I am certain the relationship will grow with along my next business ventures!''
Damir Tahirovic
''I have used Manay CPA for many years because I know I can trust them!!! They are sincere, kind and professional. I recommend them all of the time to friends, people I work with, etc.''
Kim Howell