Services
We understand the multi faceted demands of our clients as they navigate through their financial life. As each situation is unique, we work closely with each client to better understand their situation so we may take a personalized approach for them.

We undergo continuous education and stay current on market conditions, new tax laws and legislation in order to identify key investment and tax planning opportunities that maximize returns and minimize both current and future tax liabilities.

All assets are held in your name with a custodian in one or more accounts. Mangan Wealth Management has no custody of your assets, only authority to make trades in your account. We are working only for you, the client, we accept no fees from referrals, sales commissions, mutual fund 12b1 fees, do not sell products or accept any other fees from third parties.


Wealth Management Services

Wealth Management services are offered with a fee charged as a percent of the assets under management, with a $5,000 annual minimum. We help you build, establish, and implement a financial plan to accomplish your goals.

Our wealth management service has many benefits for you including the following:


Investment Management Services

Investment Management services are offered with a fee charged as a percent of the assets under management, with a $1,000 annual minimum. We manage the accounts you define, identify the goals for these accounts, and implement an investment plan to accomplish your goals.

Our investment management service has many benefits for you including the following:


Tax and Consulting Services

Tax and Consulting Services round out the services we offer at Mangan Wealth Management: