Our Journey is Your Journey
At 30,000 Ft. Wealth Management, we offer a distinctive wealth management process designed to elevate your financial journey. Through our unique 30,000 Ft. advisory process — a holistic, seven-step experience—our financial advisors and wealth management consultants provide personalized guidance that empowers both new and existing clients.
With dedicated care and attention, we strive to instill confidence in your financial planning and build a strong, lasting relationship between you and your personal financial advisor. Our goal is to support you every step of the way, ensuring a tailored approach to your investment strategies and overall wealth management needs.
What is 30,000 Ft?
We take you high enough to see that big picture
At 30,000 Ft. Wealth Management, we elevate your perspective, helping you see the big picture in your financial and tax planning journey. By challenging conventions and embracing creative strategies, our dedicated wealth management consultants foster meaningful relationships built on attentive care and unwavering support. Our primary goal is your complete satisfaction as we guide you toward achieving your unique financial objectives with confidence and clarity.
What We Do
Customized Financial Solutions
We’re committed to reaching new heights together, providing a diverse array of financial solutions to help you live at every level of your financial journey. Our personalized approach is designed to meet your unique needs, offering holistic support that includes financial planning, investments, retirement, and tax management. Whether you’re an individual securing your future or a business owner planning your next phase, our dedicated team is here to elevate your success.
For Individuals
What We Offer
Investments | Retirement Planning
Tax Planning | Insurance Planning
Estate Planning
For Businesses
What We Offer
Profit-Sharing
For Trusted Alliances
How We Work
Personalized Planning
Our Free Gift to you
Our “Axe the Tax eBook”
- How to create a Withdrawal plan to Minimize Tax Brackets
- What to look for when considering Tax-Free or Tax-Favored Income Sources
- Roth Conversions – How to fill up the “Tax Bucket”
Who We Help
Here For Every Unique Journey
Testimonials
What Our Clients Are Saying
I’m usually worried that we are not doing enough for our investments, but I couldn’t be more wrong!! Knowing that you are making all the GREAT moves for us financially brings me peace of mind! I tell everyone about you and ALL the great finance work you do for us and our multi generation family members that you take care of!
We feel confident that their advice is always centered on what will yield the best outcome for us in each stage of our lives.
I have been with 30,000 Ft. Wealth Management since 2016 and they have been very good at managing my money accounts always making the best decision for me the client. The staff is very responsive with questions and answers. I am glad to have team of 30,000 Wealth Management working with me.
Art
I’m very happy with the 30,000 Ft. Team, Jeff Manzella and even Jeff Mashini have always done well by me. My sister works with Jeff Mashini and she too only has good things to say about him and the team.
Linda
Jeff and his team are the best. They have made our transition from working years to retirement years seamless. Their investment and tax knowledge are second to none. They handle everything for us and take away any worries so that all we have to do is enjoy our retirement.
Linda
We have been completely satisfied with the hands on approach. In good times and not so good times, Jeff, Brenda, Sheila, and Kristina have been excellent in their service, explanations, and call backs. Every question is answered.
Jeff and his team have helped me through many difference scenarios over the past 14 years. Started as a Paint process engineer and climbed the corporate ladder to realize i wanted something different. There is nothing more valuable then to have the experience of the 30k team to help navigate these changes. They have the experience of many clients to look out into the future and guide us.
Michelle
Jeff Manzella has been a long trusted advisor to our family. His approach and excelsior knowledge of the markets has helped in meeting my financial goals. He and his team are thorough, proactive, and great communicators. I have no hesitation in recommending Jeff and his team.
Tamara
We have been associated with Jeff Manzella for a little over two years. Jeff and the entire team have made us feel like part of the family. In that time Jeff prepared us for retirement by not only guiding us through this new adventure in life but also making us feel like were in the right position but that we had partnered with the right team. They have helped to answer and navigate those uncertain questions on finance and have helped to direct us to feel that we are in very capable hands with Jeff and his team. Their knowledge and expertise in the world of retirement has added a great feeling of calmness as we start this next chapter of our life. In addition, they provide many great seminars on subjects that are relevant to retirement. The team at 30000 ft Wealth Management excel in providing not only Great Customer Service but a Great Customer Experience. We would highly recommend Jeff and the 30000 ft Team as your Trusted Financial Advisors.
John and Sharon
