Walt Mancing named to
Forbes’ Best-in-State Wealth Advisors List
Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.
2 YEARS IN A ROW
#1 Wealth Management Firm For Employee Advisor Satisfaction
For J.D. Power 2024 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.
Welcome to Mancing Wealth Management Group
For more than two decades, Walt Mancing has provided wealth management, retirement planning, and estate planning strategies to businesses, high-net-worth individuals, and families as they endeavor to keep pace with their ever-changing needs.
Our practice is national and generational. Some of our clients have been with us since the very beginning, and now their children and grandchildren are our clients too.
We provide customized strategies for our clients, who come to us from across the U.S., all with unique backgrounds and wealth planning concerns. Here are just a few examples of the diversity of our client base:
- Pennsylvania law firm partner saving for an early retirement
- California doctor/filmmaker/entrepreneur who is looking to fund his next venture
- New Jersey accountant managing his firm’s 401(k) plan
- Florida horse importer planning to expand his equestrian facility
We are excited for you to learn more about what Mancing Wealth Management Group and Stifel can do to help you pursue your goals.
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Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
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