A National Reach. A Personal Commitment.
For over a decade, Michael William Maniatis has served as a trusted advisor to individuals, families, and businesses seeking to navigate the complexities of the financial world. With 13 years of professional experience and a rare licensure spanning 54 U.S. jurisdictions, Michael provides a sophisticated national perspective that few independent advisors can match.
Our practice was founded on a simple but powerful principle: Your financial success is our only benchmark.
In an industry that is constantly shifting, experience is the ultimate stabilizer. Over the last 13 years, Michael has guided clients through diverse market cycles, from periods of historic growth to times of significant volatility. This longevity has fostered a disciplined investment philosophy rooted in risk management, tax efficiency, and long-term wealth preservation.
We live in a mobile world. Whether you are moving for a career, retiring to a different climate, or managing assets across state lines, you shouldn't have to change your advisor. Michael is uniquely qualified and licensed in all 50 states, the District of Columbia, and U.S. territories. This national footprint ensures that no matter where life takes you, your financial strategy remains seamless, compliant, and continuous.
As an investment advisor, Michael operates under a fiduciary duty. This means we are legally and ethically bound to act in your best interest at all times. We eliminate the guesswork by providing transparent fee structures and objective advice, ensuring that every recommendation is made solely to help you reach your goals.
My mission is to provide every client with the national expertise and fiduciary integrity they deserve to secure their financial future.
CEO - Mwmaniatis
Choosing the right financial partner is a decision that defines your future. Michael William Maniatis combines the extensive resources of a national brokerage with the personalized, fiduciary care of a private advisor. With 13 years of experience navigating the global markets, we provide the stability and sophisticated strategy required to manage your wealth through every season of life.
We offer a rare level of flexibility. Licensed across all 50 states, D.C., and U.S. territories, Michael provides seamless continuity for your wealth strategy, regardless of where you live, work, or retire.
Transparency is our foundation. As a fiduciary, Michael is legally and ethically bound to put your interests first, ensuring every recommendation is objective, honest, and tailored solely to your success.
Experience matters when markets fluctuate. Having managed assets through over a decade of economic shifts, Michael brings a seasoned perspective to risk management and long-term capital preservation.
We look beyond simple returns. Our approach integrates investment management with tax-efficient strategies and estate coordination to ensure you keep more of what you earn and leave the legacy you intended.
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