Services

anchester Financial offers you a wide array of exceptional services. Each relationship is different and we will work with you to craft the suite of services that meet your unique needs.  Every client has a primary Relationship Manager with the responsibility and authority to take care of you.

• Private Banking with comprehensive wealth management experience to assist you with sophisticated cash management services, including loans, deposits, wires and fund transfers, foreign exchange and a wide variety of other banking services.
  
  
• Wealth Planning by independent CFP credentialed advisors with the ability to perform sophisticated and comprehensive planning on your behalf.

• Investment Counsel is a unique and exceptionally valuable portfolio management service that very few advisors in the country provide to their clients. This truly differentiates Manchester Financial from all other investment advisors you have likely ever worked with.

• Trust & Estate services are increasingly important as tax rates climb and our legal system becomes more unpredictable when proper planning is not done.  Professional estate planning attorneys are required to create an estate plan that meets your needs and minimizes or eliminates taxes. Experienced trust officers can administer your wealth to benefit your heirs or favored charities.

• Tax & Insurance guidance from a CPA or licensed insurance specialist is crucial to avoid paying unnecessary taxes and to ensure you are properly insured. All financial decisions are interrelated, however, most people just don’t have the coordinated guidance to analyze and optimize the end result.

• Coordination is the key. Our staff advisors are here to serve you by working with any current CPA, insurance agent, CFP or banking relationships you already maintain.  We work seamlessly with your existing advisors to efficiently implement the recommendations of your entire team.