Retire With Confidence
Grow Your Wealth | Reduce Your Taxes | Reach Your Goals
Featured In:
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, value-driven portfolios that are diversified, balanced, and constructed at your ideal
risk level.
Our Simple Process
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?
Delivery 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.
Manley Capital Management is a New Jersey–based, fee-only fiduciary RIA serving high-net-worth pre-retirees and retirees across the Tri-State area. We specialize in retirement income planning, tax-efficient strategies including Roth conversions, Social Security optimization, and disciplined investment management for portfolios ranging from $1M to $10M+.
WHAT DIFFERENTIATES US
- Institutional Investment Experience — Portfolio construction, risk management, and research process built on institutional-grade methodology, not off-the-shelf model portfolios.
- Active Investment Management — We actively manage risk and positioning based on valuations, market conditions, and macro/geopolitical developments — we do not use passive set-and-forget portfolios.
- High-Touch Service — Beyond scheduled monthly or quarterly meetings, we are always available and respond to every inquiry by the end of the day.
NEXT STEP: The best way to see if we're a good fit is to schedule a brief 20-minute introductory call.
Follow us on: Substack | Seeking Alpha | LinkedIn
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.