Our clients
Who We Serve
Manchester Financial works with high-net-worth individuals seeking help on the road toward a sound financial life and secure future. We provide our expertise in integrated financial planning and investment management advice to people in Southern California and across the US.
Many of our clients are:
Corporate Employees & Executives
Corporate Employees & Executives facing complex corporate benefit, 401(k), and retirement decisions.
Business Owners and Entrepreneurs
Business Owners and Entrepreneurs who need customized pensions and sophisticated tax, estate, and financial planning.
Families and Individuals
Families and Individuals who seek trusted advice, financial planning, and wealth transfer strategies.
Women
Women who are in the middle of a major financial transition such as a career change, divorce, or inheritance.