Myles McManus, CFP^®

How do I help clients live a richer life?
As a Personal CFO, my hope is to be a partner for our clients to help them achieve their goals, both personally and financially. Each person has a different definition of what living a richer life means to them and one of my favorite parts of the job is working closely with clients to define this. We help individuals and families distinguish their passions in life and ensure that their finances are aligned with what’s important to them. What I find most fulfilling about my profession is the relationships built with clients. The better I understand the people I work with, the better I can help meet their needs. I have a strong passion for helping people maximize their financial situation and overall wellbeing. I’m proud to be a part of a firm that shares these values.

How do I align my time and money with my values and passions to Live a Richer Life?
Since I was young, I have worked fiercely to harmonize my values and passions. I prioritize loved ones, fostering meaningful connections. As a globe trotter, I love exploring diverse cultures and savoring culinary delights while advocating for sustainable practices. My journey to live a richer life is a testament to the constant process of aligning my time and resources with a commitment to combating climate change, enriching both personal fulfillment and global impact.