Financial Advisors
Miami Beach, FL
Manna Wealth Management is a fiduciary financial advisory firm serving Miami Beach and South Florida with comprehensive wealth management services including retirement planning, investment management, estate planning, tax planning, and family office services. Led by experienced advisors who specialize in Social Security optimization and work with clients across various life stages—from business owners to women in transition—the firm is known for customized, personalized financial strategies rather than one-size-fits-all approaches. They offer free initial consultations and take time to understand each client's goals, risk tolerance, and long-term aspirations.
Ideal for: Retirees and pre-retirees, business owners, women in transition, high-net-worth individuals, families with estate planning needs
Service area: Miami Beach, Coral Gables, Fort Lauderdale, and South Florida
Fiduciary Standard: Legally required to act in clients' best interests with full transparency about conflicts of interest—a higher standard than non-fiduciary advisors.
Specialized Social Security Planning: Advisors specialize in optimizing Social Security benefits timing and claiming strategies to maximize retirement income.
Customized Wealth Strategies: Rejects one-size-fits-all approaches; takes time to understand individual goals, risk tolerance, and circumstances to build tailored financial plans.
Address: 429 Lenox Ave. Suite 527, Miami Beach, FL 33139
Phone: (305) 306-7107
Website: mannawealthmanagement.com
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