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Home Page – Wealth Management

Are you a high net worth individual looking for someone to help you
manage your personal finances?

Welcome to MoneyZen Wealth ManagementClear 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.

Please explore our wealth management pages to learn how our services can help you create the life that makes your heart sing:  Serving You, Investment Strategy, About Us, Transparent Fees, and FAQs.

* 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.

Not a millionaire… yet? 
Here’s how we can help!

Individuals: Sign up for Manisha’s MoneyZen Blog posts, read the two personal finance Books for women Manisha co-authored, and visit our Resources page for suggestions for financial help at all income and net worth levels.

Organizations & MediaIf you are seeking a fresh voice for a keynote speech or as a personal finance resource for an upcoming TV, radio, print, or web story, visit Manisha’s Speaking, Media, and Contact pages.

Manisha’s work has been featured in: