MANNA Wealth Management

MANNA Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from MANNA Wealth Management, Financial planner, 429 Lenox Avenue , Suite 527, Tysons Corner, VA.

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

10/11/2026

October 15 could be your last chance to make three important 2025 IRA moves. ⏰

If your business filed on extension, you may still be able to fund a SEP IRA. You may also have time to correct an excess IRA contribution or withdraw a contribution you regret. Leave an excess uncorrected, and it can trigger a 6% tax each year.

Your financial plan deserves attention beyond April 15. Message me to review your options before the deadline.

10/09/2026

Your portfolio had a great year. Did your tax plan keep up? 📈

A big gain, a bonus, or a business sale can change your tax picture fast. Before December 31, review what you’ve realized, what you may still sell, and whether you’ve set aside enough for the bill.

A winning year deserves a plan. Message me to look at the whole picture.

10/08/2026

You can be worth $20 million and still be short on cash when the tax bill arrives.

That’s why I talk with families about a liquidity bucket: money available for taxes, property costs, opportunities, and the unexpected—without having to sell an asset at the wrong time.

Wealth is what you own. Liquidity is what you can use.

10/07/2026

The stock that made you rich could leave you feeling trapped. 📈

Sell and face the tax bill. Hold and keep the concentration risk.

Staged sales, charitable gifting, exchange funds, and hedging are strategies worth exploring.

Before one stock dictates your future, let’s build a plan. Message Manna Wealth Management.

Thirty years ago, private wealth management looked very different.The internet had not yet become part of everyday busin...
10/06/2026

Thirty years ago, private wealth management looked very different.

The internet had not yet become part of everyday business. My first “CRM” was a Rolodex, and the fax machine was the latest office must-have. I began my career tied to a desk by a telephone cord, eager to learn everything I could about the financial markets.

Each Friday, Standard & Poor’s would send a booklet printed on tissue-thin paper containing charts illustrating the price movements of stocks across the market. Flipping through Value Line to study a company’s fundamentals was part of the normal research process. I read practically every financial and market-related book I could get my hands on. At that young age, I was hungry for knowledge that went far beyond what academia could teach.

Wow, have times changed.

Information that once took days to obtain is now available within seconds. Rolodexes have been replaced by sophisticated technology, fax machines by digital communication, and printed market charts by real-time data. Yet one thing has remained constant: my passion for this profession.

I often say that God has blessed me in many ways. One of those blessings was discovering my purpose early in life and building a career around something I genuinely enjoy doing. Over the years, that passion has only grown as I have had the privilege of helping individuals and families make thoughtful decisions, navigate uncertainty, and pursue their financial goals.

Now, as I celebrate 30 years in private wealth management, I find myself reflecting on how far the profession—and I—have come.

Initially, I was inclined to let this milestone pass quietly. I told my wife that I did not think people would care. She reminded me that despite everything happening in the world, it is still okay to share a little about ourselves, acknowledge meaningful moments, and express gratitude for the journey.

She was right.

This milestone belongs not only to me, but also to the clients, colleagues, mentors, friends, and family members who have placed their trust in me and supported me along the way. I am profoundly grateful to each of you.

Thirty years is a meaningful line in the sand—but it is not the finish line. I am looking ahead with the same curiosity, energy, and enthusiasm I had at the beginning, with the hope of one day celebrating 50 years in this remarkable profession.

Thank you for being part of the journey.

Warmly,

David Kassir
Founder and Managing Director
Manna Wealth Management

10/06/2026

Need cash? Selling investments isn’t your only option.

Borrowing against eligible assets may provide liquidity without immediately realizing capital gains. But interest costs, collateral calls, and forced sales are real risks.

Before you sell—or borrow—let’s compare the tradeoffs. Contact Manna Wealth Management.

Still writing charity checks from your bank account?If you’re 70½ or older, a qualified charitable distribution may let ...
10/06/2026

Still writing charity checks from your bank account?

If you’re 70½ or older, a qualified charitable distribution may let you give directly from your IRA to an eligible charity. It may also count toward your required minimum distribution while keeping the eligible amount out of taxable income.

Before your next gift, ask whether a QCD fits your plan. Message Manna Wealth Management to start the conversation.

10/05/2026

Your Roth conversion could shrink your senior deduction. Have you modeled both?

Before December 31, review how a conversion could affect your income, deductions and future Medicare premiums. The right amount depends on your full financial picture.

DM me “ROTH” to discuss year-end planning with Manna Wealth Management.

Address

429 Lenox Avenue , Suite 527
Tysons Corner, VA
33139

Telephone

+17035330030

Website

,

Alerts

Be the first to know and let us send you an email when MANNA Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to MANNA Wealth Management:

Shortcuts

Share

Category