Manetta Wealth Management is an independent, fee-only financial advisory firm based in San Francisco, California. It serves executives and senior professionals, typically ages 55 to 66, who want to coordinate the financial decisions leading up to retirement. The firm brings tax, estate, and retirement planning together rather than treating each as a separate issue.

Its services address concerns such as Roth conversions, concentrated stock and equity compensation, capital gains harvesting, §72(t) distributions, Medicare premium timing, and Social Security claiming. Manetta Wealth develops a plan around each client’s circumstances and goals, sequences decisions across the decade before retirement, and reviews the plan on an ongoing basis. The firm also emphasizes fiduciary advice, stating that it does not earn commissions or have product-based incentives. Clients can use Altruist to access investments, performance reporting, and planning tools in one platform. Manetta Wealth describes its typical clients as having $500,000 to $2 million in investable assets and offers a free assessment for people who want to explore whether its approach is a fit.