Menna Wealth Planning Group, Inc.
Where Clients Become Family
Menna Wealth Planning Group is a family-oriented financial advisory firm offering comprehensive planning services.
About
Founded by Raymond Menna, CFP®, Menna Wealth Planning Group is a family business that educates clients on financial planning across various areas. The firm adheres to fiduciary standards, ensuring clients' best interests are prioritized.
Services include retirement planning (403(b)/401(k), IRAs, Roth IRAs, etc.), college planning, tax planning, and legacy planning. The team includes Raymond Menna, Jacqueline Mallinson, Rachel Gentz, and Richard Cecchi, CPA, each bringing specialized expertise in financial planning, tax, and investment management.
Services
Retirement Planning
Personalized strategies for 403(b)/Roth 403(b), 401(k)/Roth 401(k), IRAs, Roth IRAs, Solo K’s, SEP IRAs, non-qualified accounts, rollover/conversion, and pension analysis.
College Planning
Strategies to offset the costs of higher education.
Tax Planning
A full tax analysis integrated into individualized financial plans.
Legacy Planning
Strategies for transferring wealth to loved ones upon passing.
