WEALTHTARGET ®
Wealth Accumulation, Wealth Preservation, Wealth Distribution
We believe, by choosing Menna Capital Management as your investment adviser, you've taken your first step towards having the freedom to spend more time enjoying life.
Whether you are in the wealth accumulation, wealth preservation, or wealth distribution phase of your life, we can custom design a WealthTarget® Financial Strategy to help meet your needs.
Investment Management:
Our 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.
Financial Planning:
We start by listening to you; your dreams, your goals, and 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, and has 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 can potentially enhance your freedom from stress and can help you move you closer to your ultimate success. Your success is our goal.
Our first strategy is very simple. If you're not looking for ongoing advice and just want help figuring out where you stand today, we offer our WealthTarget® Checkup (Financial Fitness Checkup). This strategy was developed as a one-time review for clients that prefer to do most of their own financial planning. We offer a one time; two and one-half hour session of planning and investment recommendations, focusing on your three most pressing issues. This service is offered to all prospective clients.
Ongoing advice:
Our WealthTarget® Strategy (A Retirement Income Solution) is designed for our clients whose main focus is preserving their wealth by keeping up with inflation and sound retirement income planning. We track your retirement goals with regular updates and reviews which can help give you confidence in knowing whether or not you are on track. Typical clients include retirees and families preparing for retirement.
Our WealthTarget® Manager (Wealth Management Solution) is designed for our clients that need much more detailed cash flow information, advanced distribution planning or advanced tax planning. This process offers much more robust features and detail than any other program we offer. Typical clients include executives, business owners, and busy professionals.
We work with you on an ongoing basis to adjust your plan as your needs change and as the market changes. Life is in constant flux, and our process, much like life, is designed to allow a change in direction whenever your goals or situation changes.
Please call us for an introductory meeting to see which of our WealthTarget® Strategies is for you.
What is Financial Planning? It's about accumulating, preserving, and distributing wealth!
Laurence Menna
Financial Planner
1601 New Stine Road
Suite 180
Bakersfield, CA 93309
Phone: 661-837-8500
Fax: 661-837-8926
Contact Us
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.
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