Building Wealth and Earning Trust

We are a team of investment professionals with more than 65 years of combined investment industry experience. This matters to you because it makes our approach to wealth management uniquely personal, generationally capable and powerfully collaborative.

The success of our practice comes down to building strong relationships and adding value in a way that helps you worry less about your financial life. To this end, we are pleased to offer you a host of services aimed at making your life easier.

Brian Manetz is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in California, Colorado, District of Columbia, Florida, Georgia, Louisiana, Maryland, Montana, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia. They are licensed to offer insurance and annuity products to residents in Maryland and Virginia.