Are you a high net worth individual looking for someone to help you
manage your personal finances?
Welcome to MoneyZen Wealth Management. Clear your mind. Release the complexities. Manisha Thakor (Harvard MBA, CFA) and her team apply financial wisdom, compassionate counsel and a generous spirit to managing your money – so you can focus on living your abundant life.
Simplify your finances. Simplify your life. Utilizing a clear and straight-forward approach, MoneyZen Wealth Management provides integrated, holistic financial life planning and investment management for women* and families with $3 million or more in investable assets.
* While many of our clients are women, we wholeheartedly welcome inquiries from anyone who feels a connection with our services and meets our account minimums.