Retire With Confidence
Reach Your Goals | Grow Your Wealth | Reduce Your Taxes
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A MESSAGE FROM OUR FOUNDER
J. Lawrence Manley, Jr. CFA
At Manley Capital, we understand that investing for retirement can be complicated and stressful, and it can be scary trusting someone you don’t know well with so much.
I managed investment portfolios for major pension plans, endowments, and high-net-worth individuals, and now I specialize in helping people prepare to retire well.
I’m a Chartered Financial Analyst charter holder (CFA), with more than twenty-five years of institutional investment experience. My research has been published on Marketwatch, Seeking Alpha, Safe Haven, and Substack.
Private Wealth Management Built on
Integrity and Experience
Financial Planning
We work hard to understand your unique situation and priorities. Then we design a financial plan that achieves your near and long-term goals.
Tax Strategy
We work with you to create a detailed Tax Strategy that helps you reach your retirement goals and minimize your tax burden.
Investment Management
We are a fiduciary that builds long-term, cost-efficient portfolios designed to achieve the highest return at your desired risk level.
Manley Capital Management is a Registered Investment Advisor founded in 2013 to provide responsible private wealth management services to investors seeking capital appreciation, balanced with risk management and a focus on preserving capital.
Follow us on: Substack | Seeking Alpha | LinkedIn
Our Simple Process
Investing for Retirement Strategy Session
- We discuss your current situation, retirement goals, and concerns.
- The purpose is to learn about you, what you want to accomplish with an advisor, and to understand if we have the right services to help you achieve what is most important to you.
Discovery Meeting
Our deeper dive into your goals, concerns, and current financial situation to understand:
- When can you safely retire?
- Can you pay less tax?
- Can you invest better with less risk?
- Can you be confident that you will Retire Well?
Action Meeting
We show you how to achieve your goals, so you are confident and secure in retirement. We discuss your:
- "Investing for Retirement One Page Plan"
- Personalized Tax Report
- Portfolio Analysis and Stress Test
At the end of the meeting, you decide if it makes sense for us to work together.
5 Ways to Stay Confident in Retirement
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.