With 13 years of experience navigating the global markets and licensure in 54 states and territories, Michael William Maniatis provides a full suite of financial solutions. Our services are designed to grow, protect, and transition your wealth with a focus on transparency and your long-term success.
A holistic approach that integrates your entire financial life—investments, savings, and debt—into a single, unified strategy. We act as your "financial quarterback" to ensure every move supports your long-term vision.
We specialize in transitioning from wealth accumulation to income distribution. We build "all-weather" portfolios designed to provide a steady, reliable paycheck throughout your retirement years.
With 13 years of market expertise, Michael provides direct access to global markets. We execute trades across stocks, bonds, and ETFs with a focus on institutional-grade research and precision timing.
It’s not just about what you make, but what you keep. We utilize advanced strategies like tax-loss harvesting and asset location to help minimize the impact of taxes on your investment growth.
Because Michael is licensed in 54 jurisdictions, we offer specialized consulting for clients with multi-state interests, ensuring your strategy remains compliant and optimized no matter where you move.
Protect your family’s future by ensuring your assets are transferred according to your wishes. We coordinate with legal professionals to optimize beneficiary designations and trust funding.
We analyze your exposure to market volatility and life’s uncertainties. Our goal is to protect your capital through diversified allocation and, when necessary, strategic insurance solutions.
We help families navigate the rising costs of higher education by setting up and managing tax-advantaged accounts, ensuring your children or grandchildren have a head start without compromising your own retirement.
My mission is to provide every client with the national expertise and fiduciary integrity they deserve to secure their financial future.
CEO - Mwmaniatis
Build Your Legacy with a National Perspective
Your financial journey is unique, and it deserves more than a one-size-fits-all approach. With 13 years of industry experience and the rare capability of being licensed in all 54 U.S. jurisdictions, Michael William Maniatis is uniquely positioned to provide the high-level strategy you need, regardless of your location.
Whether you are navigating a complex career move across state lines, planning for a multi-generational legacy, or simply seeking a more disciplined approach to your investments, the right partnership makes all the difference.
Don’t leave your financial future to chance. Let’s sit down for a comprehensive “Discovery Call” to review your current portfolio, identify hidden risks, and align your assets with your true life goals. Start a conversation today and gain the clarity and confidence that comes with professional, fiduciary guidance.
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