Our Journey is Your Journey

At 30,000 Ft. Wealth Management, we take pride in introducing you to our unique 30,000 Ft. advisory process – a comprehensive seven-meeting journey designed to empower both new and existing clients alike.

With unwavering care and attention, we aim to instill confidence in your financial plan and maintain a steadfast relationship between you and your dedicated advisor.

Reach your new height

Your 7-Step Journey

50,000

The Personal Insight Meeting

Your journey begins with the personal insight meeting, where the relationship between advisor and you the client takes flight. During this 30 to 45-minute meeting, our main objective is to understand your goals, priorities, and values. This in-depth exploration allows us to determine if we are a perfect fit for you and your financial aspirations.

40,000

Blueprint Meeting

In the blueprint meeting, we review our values and goals conversation and gather essential facts to create a comprehensive picture of your financial portfolio. This crucial step equips us with important information to complete a blueprint fact finder, laying the groundwork for your financial plan.

35,000

Internal Analysis of Client Operations

In the following week, your advisor collaborates closely with our financial planning department. This internal analysis enables us to create accurate financial models and prepare planning options tailored to your unique needs. This sets the stage for our next meeting.

30,000

The Strategy Meeting

With a comprehensive analysis in hand, we gather for the strategy meeting, which typically lasts 90 minutes. Here, we present various planning options and engage in a collaborative discussion to identify the strategy that aligns best with your financial goals. We provide you with a clear visualization of each option’s cash flow implications, empowering you to make informed decisions.

20,000

Solutions Meeting

After ample time for review, we convene to discuss our recommendations. Together, we determine the investment strategy that will propel you towards achieving your financial dreams. This meeting generally lasts about one hour.

10,000

Implementation & Statement Reading Meeting

At this stage, we focus on completing all necessary paperwork to put your selected strategy into action. We establish online access for your accounts and thoroughly review your initial account statements, ensuring a smooth transition towards your financial goals.

Ground Level

Ongoing Partnership

As your relationship with us continues, we meet regularly throughout the year for standard of care meetings. During these sessions, we review your financial plan, ensuring it aligns with your evolving goals. Depending on the life stage you and your loved ones are in, discussion topics will vary. This commitment to care extends throughout your journey, before and through retirement.

Download

25 Strategies to Minimize Taxes eBook

Tax Strategies to Win in Retirement

  1. When to turn on social security.
  2. Understand what is actually taxed.
  3. Timing your withdrawals in retirement.
  4. Charitable giving & how to do it strategically.
  5. Have a tax plan when the market goes down.
  6. Help you understand the federal tax brackets.
  7. How much of my inheritance do I get to keep.
  8. What accounts you want to have for retirement.
  9. Why & when to complete a Roth IRA conversion.
  10. Why ETFs & municipal bond funds should be considered in your portfolio.

Testimonials

What Our Clients Are Saying

Explore a collection of testimonials and gain valuable insights from the feedback shared by our clients, as they reflect on their experiences with our services.

Jeff and his team are always there. I appreciate that he knows our GM benefits inside and out. They are true professionals and provide us with the knowledge we need to make smart decisions with our money. There hasn’t been much through our retirement journey that the 30K team hasn’t seen hundreds of time. This knowledge make us feel comfortable.

Timothy Swensen

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Jeff Manzella and his 30,000 FT financial management team have been absolutely outstanding in helping my wife and I ensure we’re taking all the right steps to prepare for the future. From the periodic face to face meetings to impromptu calls for advice, every engagement has been prompt and informative. We are now far more comfortable as we approach retirement age knowing we have such a great group of professionals helping us plan for the future.

Scott J. Davis

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

When we decided to transition to more active engagement on our portfolio planning and management, we found that Jeff and the 30,000 ft. Wealth Management team had both the tools and know how to assess our complex portfolio. We were delighted to transition to their services. The ability to run through all the moving pieces of both our life and our portfolio to get us a solid future view is exactly what we found with the team. We always look forward to working the plan with them!

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

I have been fortunate to have Jeff Manzella as my Financial Advisor for over 15 years.   When I first became a client my Advisor was one of my high school students parent, once he retired Jeff became my Advisor.  Jeff is extremely professional, personable and explains every decision he makes to my account. He is persistent and thorough and is always striving for excellence. I am 100% comfortable with him and his staff as they have always made me feel important. Thank you for making a difference.

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

Jeff has been my trusted financial advisor for the last decade. Over the years, Jeff has always sought my best interests and helped me feel empowered, informed, and confident in my investment and planning decisions.

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

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 Quail

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

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!

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

We have been a client on Jeff and 30,000 Ft Wealth Management for 15+ Years. It started in our business with managing our 401 K program. Jeff now handles all of our personal investments.

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

They have an excellent understanding of our financial needs and goals and deliver advice with this in mind. I have complete confidence in their professional abilities to guide us through the ups and downs of the market.

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
View All Testimonials

Who We Serve

Customized Financial Solutions

We offer a diverse range of financial solutions to empower you on your financial journey. Carefully customizing plans to cater your unique needs. Our comprehensive approach covers everything from holistic financial planning and investments to retirement and tax management. Whether you’re an individual aiming to secure your future or a business owner strategizing for the next phase, our dedicated team is here for you.

For Individuals

Holistic Financial Planning
Investments | Retirement Planning
Tax Planning | Insurance Planning
Estate Planning

For Businesses

401(k) Plans | 401(k) Succession Planning | Cash Balance Plans
Profit-Sharing

For Trusted Alliances

Compensation for Partnerships
Learn More
Our Services

Resources/Insights

Boost your financial know-how

Our Blog »

Helpful Articles »

Videos »

Ready to Elevate Your Financial Future?

Reach your new height

Ready to Begin Your

0 FT

Journey?

Start a Conversation
Linkedin-in Facebook-f Youtube Instagram

About Us

Resources

Events

Contact Us
Client Login

Osaic Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and Investment Advisory Services offered through Osaic Wealth, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice. Branch: (586) 698-5228. This communication is strictly intended for individuals residing in the states of CT FL IL MI TX. No offers may be made or accepted from any resident outside the specific state(s) referenced.