Matthew McManus Finances are a key component in all our lives. Whether we're struggling to make ends meet, figuring out how to make the most of the money we do have, or are deciding how best to invest, finances require attention and knowledge. Those of us dealing with physical challenges have the added burden of medical expenses, many of which require out-of-pocket payment and bills that seem to never end. Due to an influx of questions and concerns from mobileWOMEN readers, regarding all matters financial, we decided to bring on board Matthew McManus as our Financial Advisor. He will write periodic articles, sharing his wisdom and insight, and will answer your specific questions in his columns.
Matthew McManus has been working in the business world for quite some time. Most recently he founded Veritas Wealth Management to meet the needs of high-net worth individuals and their families who desired honest professional advice and personal attention. Matthew earned his undergraduate degree from the University of Miami and his Juris Doctorate from the University of Miami School of Law.
Prior to founding Veritas, Matthew gained valuable insight into the world of investments, tax-planning, fiduciary services and financial planning while serving as an advisor for clients of Morgan Stanley, SunTrust and Wells Fargo Private Wealth Management.
Matthew’s diverse and robust background has provided him the opportunity to counsel professional athletes, prominent physicians, business owners and corporate executives across the nation. He currently advises clients in 11 states with an aggregate net-worth exceeding 230 million dollars.Matthew is an Accredited Asset Management Specialist, maintains a Florida Life, Health and Variable Annuity License and possesses FINRA Series 7, 24, 31, 63, 65 and 66 licenses. In 2011, he was named to the prestigious “Top 20 Under 40” list of business executives in South Florida by the Miami Herald and Brickell Magazine. He is the only person ever named to both lists in the same year. Moreover, Matthew has done non-profit work with the YMCA and was a Corporate Sponsor of the Miami Women's Summit.
A wheelchair-user himself, Matthew competed on the wheelchair tennis circuit for years. While at tournaments, he often worked via computer from the courts and provided clients with important and time-sensitive investment information. As word started to circulate amongst the players that Matthew was a lawyer and a financial advisor, he was asked how to handle certain legal, financial and insurance concerns that his friends/competitors were facing.He was often asked questions such as:“Is my portfolio too risky or too conservative?”“Can I get disability insurance since I am working?”“Is it possible to get health insurance if I have a pre-existing condition?”“Can I inherit money from grandmother’s estate and remain eligible for my SSD benefits?”“Should I establish a Revocable Trust?”“What is a Special Needs Trust or SNT?“Does it matter how my bank and brokerage accounts are titled?”Matthew explains, "The reality is that creating a comprehensive financial plan for a disabled individual and her family is much different than a typical client. Fortunately over the last ten years, I have accumulated the necessary experience requisite to providing accurate advice and guidance."Finance Facts:
-9 out of 10 women will be solely responsible for their finances at some point in their lives
-75% of women are widowed at an age of 56-and 1 in 4 of these women are broke within two months of being widowed-Less than 15 percent of women who are married or are living with a significant other feel responsible for planning retirement-Only 41 percent of women participate in their employer’s retirement or pension plan-87% of poverty stricken elderly Americans are women-Women outlive men an average of 8 years-A typical woman spends 10 years out of the workforce for caregiving, while the typical man spends just 2 years out of the workforceStay tuned for more from Matthew. Email your financial questions to matt@veritas-llc.com.
Introducing Matthew McManus, mobileWOMEN's New Financial Advisor
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Retirement is a financial challenge for most of us. It is very important to know what amount of money, in today's terms, you would need at your retirement.
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ReplyDeleteI would highly recommend him to anyone who was looking for a financial planner. My only hesitation would be recommending too many people in case it makes it harder for me to get an appointment!
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Sean is everything we hoped we would find in a financial planner. My husband and I gave each other a visit to Sean for Christmas... I know, romantic huh? But, I can honestly say, this will rank as one of the best X-mas gifts ever. http://settlemoon.com
ReplyDeleteI do agree with you and the financial advisers always take care of their investors and provide the best places from where they can easily get the best margin of their profit. Women are also a major part of the society and a gob ratio of the women is invested and it is a good opportunity for a finance adviser to get the mutual benefit.
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We always have good opportunities when we have women financial advisers because there is a great ratio of the women investors in the market that want to get the maximum profit of their investments and if we have the women financial advisers we can provide the best services to the women investors.
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