MANNA Wealth Management

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MANNA Wealth Management

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Fiduciary Wealth Advisor | Real Estate & Tax Focused Financial Guidance🏡 | Wealth Management from Miami 🌴 to Malibu🏄🏼
🏆Ranked Top Advisor to Watch🏆

Manna Wealth Management has proudly served individuals and families since 1962

11/03/2026

Could waiting three years mean a bigger Social Security check for life?

For those born in 1960 or later, claiming at 70 instead of 67 increases the monthly retirement benefit by 24% under current rules. But you forgo payments while waiting. Your health, cash flow and retirement goals should guide the decision.

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm.
Learn more: https://davidkassir.com
Book a complimentary 20-minute introductory call: https://calendly.com/mannawealth/intro-call

10/30/2026

Claiming Social Security at 62 could mean a 30% smaller benefit if your full retirement age is 67. Waiting until 70 can increase your monthly check, but the right timing depends on your health, income needs and retirement plan.

When you claim matters.

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm.
Learn more: https://davidkassir.com
Book a complimentary 20-minute introductory call: https://calendly.com/mannawealth/intro-call

10/29/2026

What if money stays expensive longer than you expected?

From mortgages to margin loans and business debt, higher borrowing costs can squeeze your cash flow. Is your lifestyle counting on rates coming down?

Book a free intro call to review your plan.

10/28/2026

Proud to share that Manna Wealth Management was ranked No. 55 among Florida’s Top 100 fastest growing independent RIAs by client count by AdvisorIQ, with reported client growth of 24.0%.

The ranking is based on SEC Form ADV snapshots through October 2, 2026. This recognition reflects publicly reported regulatory data and does not represent investment performance, an endorsement, or a guarantee of future results or client experience.

View the complete AdvisorIQ ranking:

https://advisoriq.com/ria/rankings/client-growth/florida/

10/28/2026

What if AI stops carrying the market?

If a handful of companies are doing most of the heavy lifting, diversification matters more, not less.

For high-net-worth investors, now is the time to stress-test concentrated tech exposure. Is your portfolio prepared if market leadership shifts?

10/26/2026

Your biggest winner could quietly become your biggest risk.

When a handful of stocks dominate your portfolio, a great year can leave you taking more risk than you intended.

Has your portfolio outgrown your plan?

Book a Free Intro Call.

10/23/2026

What if your 2026 winners become your 2027 blind spots?

Higher rates. Sticky inflation. New market leaders. Would your portfolio still fit your life if the playbook changed?

Stress test your plan before the market does it for you.

Book a Free Intro Call.

10/22/2026

Your cash should have a job.

Earn income. Cover upcoming expenses. Stay ready when opportunity arrives.

A thoughtful cash strategy starts with knowing when you’ll need the money and what you want it to do. Is your cash working toward a goal or simply sitting there?

Book a Free Intro Call.

10/21/2026

Your portfolio can drift while you do absolutely nothing.

A great year for a few stocks may leave you with more risk than you intended. Take a look at your largest positions, your cash needs, and the allocation you originally chose.

You don’t need to predict the market’s next move to make a thoughtful move of your own.

Book a Free Intro Call.

10/21/2026

When markets climb, your portfolio can change without you making a single trade.

A winning stock may become too large. Your cash reserve may shrink. Even an index fund can leave you more exposed to a few companies than you realize.

The question is simple: Does your portfolio still match your plan?

Book a Free Intro Call.

Address

429 Lenox Avenue , Suite 527
Tysons Corner, VA
33139

Telephone

+17035330030

Website

http://MannaWealthManagement.com/, https://calendly.com/mannawealth/intro-call, https://davidkassir.com/

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