MANNA WEALTH MANAGEMENT – Miami Financial Advisors of Miami Beach

MANNA WEALTH MANAGEMENT - Miami Financial Advisors of Miami Beach is a Financial Planner in Miami Beach, FL. The firm provides fiduciary wealth, retirement, and investment management services for families and business owners. Specific offerings include financial planning, asset allocation, independent research, and wealth and legacy planning. The firm operates in the best interest of the client, adhering to Regulation Best Interest disclosures. It offers access to a broad investment universe, including stocks, bonds, ETFs, and over 8,000 mutual funds. The firm also provides specialized advice on alternative investments and cryptocurrencies, helping clients determine if these assets fit within their portfolio for potential hedging against market downturns.

David D. Kassir serves as the Managing Director and Senior Financial Advisor, holding credentials such as AAMS(R), CMFC(R), and CBDA(R). With over 29 years of experience in private wealth management, Kassir develops investment and retirement plans tailored to long-term goals and risk tolerance. The firm has served clients since 1962, initially in Virginia and the greater Washington, D.C. metro area, before expanding to Miami, Miami Beach, Malibu, and throughout Florida. The approach focuses on the entire financial life of the client, addressing spending, saving, investing, and giving back. Plans are designed to reflect individual priorities, evaluate current financial situations, and provide a consolidated view of assets. The firm offers complimentary initial consultations to create a map for the client's financial future, incorporating investment recommendations, downside risk strategies, insurance coverage, and savings plans.

The Miami Beach location is situated at 777 Brickell Ave Suite 708, directly on Brickell Avenue and near Southeast 8th Street. It is located about a tenth of a mile from Brickell Christian School and the Brickell City Centre train station. OHLA school is also within a tenth of a mile, and Brickell Park is approximately a fifth of a mile away.

The business holds a perfect 5.00 rating from the customers who have reviewed it. This positive feedback reflects the firm's focus on building lasting relationships grounded in clarity and discipline. MANNA WEALTH MANAGEMENT - Miami Financial Advisors of Miami Beach stands out in Miami Beach by combining extensive experience with a tailored approach to fiduciary wealth management.