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ServicesServices from Menna Capital ManagementOur WealthTarget® Portfolios are based on nine different risk profiles which are then finely tuned to each client. Our research process has been developed to find what we consider to be some of the best professional money managers on Wall Street. For some clients, we offer individual stock portfolio management utilizing a process we have developed in-house. Our objective is to design a portfolio that helps you reach your goals without the normal volatility you would expect from the markets. We are skilled professionals in portfolio design focusing on what is important to you today and tomorrow. Our WealthTarget® Portfolios can be custom designed on a stand-alone basis or as an integral part of a comprehensive financial plan. For your financial planning needs, we offer three different WealthTarget® Strategies. Each strategy represents a different level of sophistication. We focus on your most pressing financial issues first. Then we design a long-term plan with an objective to help minimize your risks and maximize your potential. Our strategies were designed to help you gain confidence in your financial decisions which could potentially enhance your freedom from stress and may help you move closer to your ultimate success. We start by listening to you, your dreams, your goals, your wealth planning needs. We work with you to lay out the framework and then prioritize what's important to you. We then develop a financial and investment plan that fits your lifestyle. Services from Raymond JamesHaving choices is important in investment and financial planning. We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. As a result, we offer our clients an extensive array of investment alternatives and services.
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Laurence E Menna, CFP®
Financial Advisor
1601 New Stine Road
Suite 180
Bakersfield, CA 93309
Phone: 661-837-8500
Fax: 661-837-8926
Contact Us
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. © 2012 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice |
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