Boats in harbor during the day “The Compound Effect is the principle of reaping huge rewards from a series of small, smart choices.” -Darren Hardy

Our Approach

Message – Our team’s comprehensive approach to wealth management focuses on developing a customized asset allocation strategy, helping you implement your investment plan, and addressing your estate planning concerns.

Depending on your needs and life goals, our team will develop tailored strategies that align with your assets and investment objectives. Each strategy serves a different purpose. For example, you may have an equity account to pursue growth and a bond account designed to generate income. Our goal is to help you understand the purpose of each strategy and update you on your plan’s respective performance during our periodic discussion meetings.

Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Learn More About Our Approach

two dogs retrieving the same stick on the beach

D.W. Manning Group

Our mission is to develop a long-term relationship with you. To do this, we take a life-centered approach, focusing on all aspects of your life, not just your money. We believe that building a relationship is just as important as your investments.

Meet the Team