Private Wealth Management
For The Successful Investor

One challenge for those with substantial wealth is obtaining comprehensive financial management that optimizes their net-worth.  Manchester Financial provides an integrated financial management solution for high-net worth individuals.

Our clients have acquired or are accumulating wealth to last a lifetime.  It is our responsibility to protect and grow our clients’ wealth, preserving a lifestyle now and for the future.

Manchester Financial accomplishes these objectives by understanding and monitoring your needs, then delivering results through an individually tailored program of services.

Through our unique wealth management approach we provide the best of all worlds for our clients.  Our independence allows the flexibility to search out the best team of professional advisors to meet your particular needs or we can integrate easily into your existing professional team.  We can assemble any legal, estate and tax planning, insurance, accounting, pension and credit management professionals required.

Your Personal Relationship With Manchester Financial

Your relationship with our Private Wealth Management Services begins an on-going confidential dialogue. Through our conversations we begin to assess and analyze your assets and financial requirements.  We work with you to forecast future needs and identify your investment risk profile and long-term financial goals.  Together, we create your personalized wealth-management program.

Manchester Financial is committed to providing each and every client with superior wealth management.  Superior service means delivering results.  Our trusted professionals have years of experience in their disciplines and will meet your needs.  The level and range of our services is determined solely by your needs.  Our wealth-management services will evolve with you over the years to provide current solutions to new issues.  Your requirements will always be unique. We will provide the following services based on your needs:

  • Superior and Unbiased Investment Management
  • Corporate Wealth Management Services
    • Key Executives
    • Your Employees
  • Family Wealth Management Services
    • Your Private Portfolios
    • Your Foundation's Portfolios
    • Your Family Office

Manchester Financial continues its tradition of honoring your trust with our service, experience, and commitment to understanding your personal needs.  Our wealth management services enable you to be as involved as you wish to be, but it will no longer be necessary to be immersed in the details.  We work with you to achieve your investment, estate and philanthropic goals.