We make sure clients are informed via phone call, email, face-to-face meetings, monthly statements, performance reports and sharing documents in our secure internet "vault" that we set up for each client. A client can't be sure what the service will look like because most investment firms don't define when and how to reach out to clients.
We believe the tax strategy is just as important as the investment management so we offer to provide your CPA your tax documents and meet with them for a tax strategy session at least once per year. The typical investment firm does not require their financial advisors to work closely with the tax advisor because their culture suggests that investing is more important than tax strategy.
We believe the tax strategy is just as important as the investment management so we offer to provide your CPA your tax documents and meet with them for a tax strategy session at least once per year. The typical investment firm does not require their financial advisors to work closely with the tax advisor because their culture suggests that investing is more important than tax strategy.
Services
If you would like to learn more about our services, come to our next event, or to request a speaker, we welcome your phone call at 713-581-1994. Please let us know if we can do anything else right now to be of service. If coming in on I-10, take exit 769C for McKee St/ Hardy St and continue straight onto Nance St. Take your first major left onto Hardy St (if you get to Elysian St, you've gone too far).
We work closely to assist Family Law Attorneys with the proper valuation and actual division of assets in sophisticated divorces or prenuptial agreements. When it's more than just stocks and bonds, we can help with the intricacies of stock options, grants, warrants, complex insurance products, and annuities.
We deeply believe that tax savings are more important than investment profits and our firm works closely with our client's accountants to ensure there are no tax surprises when completing the return. We offer a formal program designed to ensure CPAs get our tax documents in a timely manner and to make sure that cost basis issues are corrected before they become an IRS issue.
We work directly with business owners and their HR teams to create Owner-Only 401k plans, SEP plans, defined benefit plans, and large, multi-platform 401(k) plans. We're often selected by clients to provide better service on existing company retirement plans. In addition, we assist boards and finance committees that supervise an endowment or a charitable fund.
We create personalized 10(b)5-1 plans for insiders who are restricted by SEC Section 16 so that clients may buy or sell their illiquid asset at an opportune time. In addition to coaching clients on how to address the media after a sale or purchase, our team finalizes all the resulting notifications, public/SEC communications, and regulatory filings that follow each transaction.
Reviews
Be the first to review Manske Wealth Management.
Write a Review
