Building a successful multi-generational legacy is possible with intentional planning

Create trust and unity by preparing the next generation to lead well

No one sets out to create a legacy that destroys their families relationships

We show families how to thrive instead of divide by leveraging their differences

Exclusivity

My clients require personalized and customized service and advice beyond standardized solutions.

As a highly-credentialed financial advisor, I'm dedicated to meeting the evolving needs of a select group of clients. Your time is valuable, and you deserve a personalized approach that goes beyond generic advice. I carefully interview prospective clients to ensure that we're the perfect fit for each other. My priority is building long-term relationships that extend across multiple generations, so you can create a lasting legacy for your loved ones. Let's explore how we can achieve your financial goals together.

Talent

Not all advice is created equal.

Don't settle for subpar financial guidance. The industry's loose terminology means varying quality. I raise the bar with as a Senior Wealth Advisor boasting 10+ years and a Certified Financial Planner™ title. Collaborating with Chartered Financial Analysts® and expert committees, I ensure every strategy is top-tier.

Fiduciaries

My interests are aligned with yours.

I am a fee-only fiduciary who prioritizes your financial success. I'm only compensated through the fees you pay, eliminating commission-based conflicts of interest. This arrangement aligns our interests, so your triumph is my triumph. I'll oversee all investments, from public equities to private businesses, for comprehensive advice.

Team Based Solutions

Let's work together to shake things up and find innovative solutions.

When you choose me as your financial life planner, you choose a team dedicated to your success. You and I are a team.

My Commitment

I commit to working in the following ways to best support you:

  • Understanding and minimization of your family’s complete financial risk exposure

  • Timely advice on the tax, investment, and economic data that is meaningful to your personal situation

  • A strategic plan to meet your targets

  • Coordination and recommendation of other experts such as insurance agents, attorneys, and CPAs to ensure a working relationship that holistically maximizes financial decisions

  • Clear and concise financial goals and objectives

  • Ongoing active portfolio management and independent reporting

  • Mutual accountability to achieve your goals

  • A personal financial portal that consolidates all of your internal and external accounts in one easy place

  • Concierge level service

Already A Client?

Here's Access to What You Need

Wealth View is our client web portal that provides you with a comprehensive view of your financial landscape. Login below with your login credentials.

GO TO CLIENT PORTAL

Charles Schwab client site contains: Current balances, trade confirmations, a list of all current holdings, and account transaction history.

How to Connect Accounts in Wealth View

Step 1: Once logged in, from your home page you will see all accounts listed by cash, credit cards, loans etc. – as shown below. You can click on accounts as shown in blue to see all accounts listed. Or you can click on the >’s to see each individual account. You can also click on the +Add button to add any new accounts.

Step 2: If you want to add new accounts click on the +Add button as shown above. You should then see this

Step 3: Click on “I have an online login to this account.”

Step 4: Once you click on that you should then be allowed to search the institution as shown below.

Step 5: Type in the institution’s name and click search.

Step 6: Once you hit search it will give you a list of options to choose from as shown below.

Step 7: Once you click on the one you want you will enter in your personal username and password for that account. Then connect.

Remember, if you don’t have login information for an account, you can always hit “I don’t have an online login for this account”. This will allow you the option of entering in the account manually.

If you have any problems or questions feel free to call Christina Mangino at 702-806-6720 or by email at [email protected] and she will be more than happy to help!

Office Address

5940 S Rainbow Blvd Las Vegas, NV 89118

Phone

702-806-6720

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