Financial Advisors
Washington, DC
Manna Wealth Management is a full-service fiduciary wealth management firm founded in 1961 and headquartered in Washington, DC, led by founder and CEO David Kassir (AAMS, CMFC). They provide comprehensive wealth management services including investment management, financial planning, retirement planning, estate planning, tax planning, cryptocurrency advising, portfolio management, risk management, and asset protection planning tailored to high-net-worth individuals and families. Manna operates under a fiduciary standard and takes a holistic, personalized approach to help clients achieve long-term financial goals.
Ideal for: High-net-worth individuals and families, executives seeking comprehensive wealth planning, cryptocurrency investors, retirees needing income planning and Social Security optimization
Service area: Washington, DC and surrounding areas
Fiduciary Duty Standard: Manna operates as a full-service fiduciary wealth management firm, meaning they are legally obligated to act in clients' best interests at all times.
Comprehensive Service Suite: Beyond traditional investment management, they offer estate planning, tax planning, cryptocurrency advising, risk management, and asset protection planning in a coordinated, holistic approach.
Experienced Leadership: Founded in 1961 and led by David Kassir with nearly 3 decades in the financial industry, who has appeared on CNBC, Fox Business, and Bloomberg Television.
Address: 700 K St NW, Washington, DC 20001
Phone: (703) 533-0030
Website: mannawealthmanagement.com
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