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MANETTA WEALTH
Manetta Wealth Management is an independent, fee-only advisory firm built to serve people in their 50s who want advanced financial planning. They deliver...
MANETTA WEALTH
Manetta Wealth Management is an independent, fee-only advisory firm built to serve people in their 50s who want advanced financial planning. They deliver comprehensive, conflict-free planning across investments, taxes, estate planning, and more as a fiduciary. They work with one trusted advisor handling the full picture for pre-retirees and families.
General information
Firm type
Multi Family Office
Year founded
1999
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
Garden City, NY, United States
Principals
Joseph Manetta
CEO & Founder
Sector focus
Frequently asked questions
Who makes investment decisions at Manetta Wealth?
Joseph Manetta, as CEO and sole named principal, holds decision-making authority over portfolio construction and manager selection. A Certified Financial Planner since 2015, he maintains FINRA Series 6, 7, 24, 63, and 65 registrations, allowing him to supervise general securities, trading, and advisory business directly. Clients interface with a single decision-maker rather than an investment committee.
Where does Manetta Wealth's underlying client wealth typically come from?
The firm serves taxable wealth created through professional practices, executive careers, and closely held businesses in the Long Island and New York metro area. It does not manage a single industrial fortune or family liquidity event, distinguishing it from single-family offices that steward multi-generational operating-company proceeds.
What investment philosophy guides Manetta Wealth?
The firm emphasizes tax-aware, goals-based financial planning with an insurance-literate overlay — Joseph Manetta's early career in insurance sales informs the practice's use of annuities, long-term care policies, and life insurance as portfolio components. The investment approach prioritizes capital preservation and income generation for a client base approaching or in retirement.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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