Practice succession · David Kassir
Your clients. Your life’s work. Your next chapter.
I am David Kassir, Managing Director of Manna Wealth Management. If you are considering selling your financial practice, retiring, or gradually stepping back, I would welcome a confidential conversation about your goals and the clients who have trusted you.
Request a confidential conversationAn initial conversation. No obligation to proceed.
Dear fellow advisor,
You have spent a career earning your clients’ trust. Choosing who carries that responsibility forward is deeply personal.
My experience acquiring practices began in 2004. Since then, I have worked with advisors through different markets, circumstances, and timelines. I would welcome a conversation about the next chapter you envision for yourself and your clients.
Sincerely,
David Kassir
Managing Director, Manna Wealth Management
Succession experience
My experience includes acquisitions and succession partnerships across different markets and circumstances.
Meyersdale, Pennsylvania
Acquired during the financial crisis
Fairfax, Virginia
Succession partnership signed
Falls Church, Virginia
Let’s have a conversation
I would welcome the opportunity to learn more about your goals, your timeline, and what matters most to you and your clients.
Share a few details and I will follow up personally. There is no obligation to proceed.
Please use contact information you are comfortable having us use. Do not send client names, account details, or confidential practice documents through this form.
Rather text than fill out a form? Send me a confidential text at (786) 788-8001 and I will reply personally.
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