Mangan Wealth Management

Mangan Wealth Management provides investment management using modern portfolio theory and financial planning services including budgeting, cash management, and education funding analysis. They also offer pension consulting for small businesses to establish Self Employed Pension (SEP IRA) plans. As an independent registered investment advisor, Mangan Wealth Management can recommend any publicly available investments and tailors portfolios to individual client needs. Client accounts are managed on a discretionary basis and held separately in the client's name at a brokerage firm.