Mansell Capital Management is an independent wealth management firm. The “independent” part is essential because it allows us to provide unbiased financial advice. We are not tied to any organization or program - we don’t work for them. We work for you. Because it’s your financial future, you will always be at the forefront of our consulting efforts. Our independence allows us to scour the capital markets and find the planning solutions and investment vehicles that are completely aligned with your individual needs.
First, we will help you develop a plan by listening to you and learning about your financial objectives. With us, it’s all about you and your family - your aspirations, goals, and dreams. Then, we’ll get you started on the right track, monitor our progress together, and make adjustments as necessary. We’ll be there with you every step of the way. It’s both our privilege and our mission to help you realize your lifetime financial goals.
After completing his M.S degree in Finance in 1998, and earning the prestigious Certified Financial Planner® designation in 1999, Tim began his financial advisory career with Merrill Lynch Global Wealth Management. At Merrill Lynch, Tim specialized in advising corporate executives and their families on the integration of equity based compensation such as employee stock options and restricted stock units with an overall financial plan. He continued his career as a financial advisor with Chase Wealth Management and Wells Fargo Advisors where he counselled his clients in all aspects of financial planning, including retirement planning, education planning, insurance planning, strategies related to estate and trust planning, and investment management.
Enjoy the fruits of your labor. Mansell Capital Management will help plan for your retirement and excite you for what’s to come.
Having a disciplined approach to investment management is the key to long term success. Mansell Capital Management can help you develop and implement a plan that is tailored to your individual risk tolerance, time horizon, and long term goals.
Rising education costs require a forward-thinking plan. Mansell Capital Management can help you prepare for one of life’s biggest investments.
We understand that individuals face unique challenges as they prepare for retirement or any financial goal. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build or preserve your wealth, protect your family, or save for a child's college educaton, our personalized service focuses on your needs, wants, and long-term goals.
Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.
CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.