At Wheelwright Manahan Family Office, we partner with innovative entrepreneurs to build and protect wealth systematically while minimizing taxes.

Our process begins with a Wealth & Tax Strategy Engagement. This engagement delivers a fully customized blueprint that includes:

• The precise rate of return required to achieve your goals
• The asset classes best suited to your situation
• Clear acquisition criteria for those assets
• A complete plan for assembling the right team to acquire, manage, and eventually exit those assets

We use the WealthAbility® Road Map Software Powered by PLA, we create a clear, actionable strategy focused on both wealth creation and significant tax reduction.

Once the initial strategy is complete, clients continue with us through our Annual Engagement. This provides ongoing tax return preparation, quarterly estimates, consulting, and continuous support—all for a predictable monthly fee.