With 13 years of experience and licensure in 54 states and territories, Michael William Maniatis provides national expertise with a personalized, fiduciary commitment. We believe transparency is the first step toward a successful financial partnership.
Michael is a seasoned investment advisor and broker with 13 years of professional experience. He is dedicated to helping individuals and businesses navigate the financial markets through disciplined, personalized wealth management.
Michael is licensed in all 54 U.S. jurisdictions (all 50 states, the District of Columbia, Puerto Rico, the U.S. Virgin Islands, and Guam). This allows him to provide seamless service to clients regardless of where they live or move within the country.
Yes. In his capacity as an investment advisor, Michael maintains a fiduciary duty to act in your best interest at all times, ensuring that every recommendation is aligned with your specific financial goals.
With over a decade of experience, Michael holds Series 7 and 66 and has a proven track record of managing portfolios through various market cycles.
We offer a full suite of financial services, including comprehensive investment management, retirement planning, estate coordination, and brokerage services for active investors.
Our approach is built on 13 years of market insights. We focus on risk-adjusted returns, using a combination of strategic asset allocation and rigorous research to protect and grow your capital.
Yes. We utilize strategies such as tax-loss harvesting and the selection of tax-advantaged accounts to help you keep more of what you earn.
Absolutely. We can customize your portfolio to align with your personal values while still pursuing your financial objectives.
We prioritize transparency. Fees are typically based on a percentage of assets under management (AUM) or a pre-determined flat fee. All costs are disclosed upfront before any agreements are signed.
While we generally work with portfolios starting at $5,000, we encourage you to reach out regardless of your current balance to discuss your specific needs.
Your assets are held with a major, third-party custodian (such as Charles Schwab or Fidelity). This provides an extra layer of security, as Michael William Maniatis never takes direct possession of your funds.
You will have 24/7 access to an online portal to view real-time data. Additionally, we provide formal quarterly performance reports and monthly custodial statements.
Yes. We utilize secure video conferencing, digital signatures, and encrypted communication to serve clients across the nation with the same level of care as a local meeting.
We typically conduct deep-dive reviews semi-annually, but Michael is always available for a call or email to discuss market changes or life events that impact your finances.
Our first meeting is a no-obligation "Discovery" session. We discuss your current financial health, risk tolerance, and long-term aspirations to determine the best path forward.
Yes. We offer both discretionary accounts (where Michael manages the trades) and non-discretionary accounts (where you retain final approval on all transactions).
We use bank-level encryption and multi-factor authentication (MFA) to ensure that your personal and financial data remains secure at all times.
Longevity in this industry means Michael has managed client wealth through significant bull and bear markets, providing the perspective needed to stay disciplined when volatility strikes.
By using independent custodians and being subject to strict SEC and FINRA regulations across all 54 jurisdictions, your accounts are protected by multiple layers of institutional oversight.
You can view Michael’s 13-year professional record and licensing status at any time via FINRA’s BrokerCheck website.
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