Ben Manzo

Background

About Ben Manzo

As a Senior Financial Consultant at IG Wealth Management, I bring over 26 years of experience in helping business owners and professionals turn corporate earnings into personal wealth while minimizing taxes. I’ve completed Level 2 of the CFA program and hold CFP® and CIM® designations, underscoring my expertise and commitment to high ethical standards in financial planning and investment management. I specialize in developing sustainable distribution plans that clients can rely on for life, leveraging advanced wealth creation and protection strategies typically reserved for high-net-worth individuals. My focus is on growing real, after-tax wealth—what clients retain after accounting for fees, taxes, and inflation. Offering concierge-level service, I maintain clear and proactive communication, conduct regular check-ins, and collaborate closely with clients and their tax, legal, and other professional advisors. My approach ensures that each client’s financial plan, investment policy, and asset and liability strategies stay aligned with their evolving goals and priorities.