Broker Check

How We Put You on The Right Track

A Strategy Built on Your Values

Your values define who you are and your outlook on life. Identifying them is significant because you’ll receive a strategy that reflects your life’s perspective. We don’t just scratch the surface – we dig deeper to understand you on a personal level to pinpoint exactly what matters to you. 

We will then create an action plan that corresponds with your values, giving you the confidence to pursue your aspirations with a sense of purpose and fulfillment.

Identify Your Goals and Illuminate The Path

Identify Your Goals and Illuminate The Path

Defining your financial aspirations can be daunting – often it’s difficult to identify precisely where the goalposts are, especially when we talk about financial freedom in retirement. This is where we remove the fog of uncertainty and share our expertise to add clarity to the situation. We will take the time to understand your goals and use our wealth of experience to map the pathway to achieving them.

Discover Your Financial Foundation

Discover Your Financial Foundation

Your journey begins with where you are now and it’s our duty to discover every important aspect of your current situation. Once uncovered, we’ll have the necessary information to create a roadmap that sidesteps all of the pitfalls and directs you straight to your financial goals.

Your Partner At Every Life Stage

We will support you at every step of your financial journey. Our team of specialists will create personalized strategies, ensuring your current and future aspirations are achieved with confidence.

Starting Out

Starting Out

We'll become your trusted partners, helping you navigate the early phases of financial planning. From setting initial goals to making strategic investment decisions, we aim to build a solid financial foundation with you.

Building Wealth

Building Wealth

Our tailored strategies are crafted to optimize investments, minimize risks, and harness opportunities, ensuring that your wealth-building journey is guided by experience and precision.

Nearing Retirement

Nearing Retirement

Our focus is on securing and fine-tuning your financial portfolio to align with your retirement goals. We carefully navigate investment strategies, assess risk tolerance, and optimize your assets for a smooth transition into retirement.

Living in Retirement

Living in Retirement

We'll work to refine your financial strategy to align with your evolving needs, ensuring a comfortable and secure retirement lifestyle so you can  fully enjoy the fruits of your labor.

Our Process

Get to Know You

Build a relationship and understand the individual or organization's background and preferences.

Identify Your Goals & Needs

Determine specific objectives and needs.

Gather Information

Collect relevant data and information.

Develop a Plan

Create an actionable plan with steps, timelines, and required resources.

Implement the Plan

Actively work towards your defined goals and objectives. 

Review Your Progress & Update Your Plan

Regularly assess progress and adjust the plan as needed.

Leveraging Innovative Technology To Accelerate Financial Success

Leveraging Innovative Technology To Accelerate Financial Success

At Mangham-Scott, we guarantee professional excellence and wealth management through the use of cutting-edge technology, such as AdviceWorks, to help you visualize your goals and construct a holistic plan to achieve them. 

Modern technology will always be at the forefront of our operations, providing you with the confidence that you are working with a dedicated team of financial experts committed to delivering exceptional results.

Our Approach

We provide specialist financial planning services to African American professionals to help them achieve their financial aspirations as seamlessly as possible.

Our Approach

Meet Our Team

Using our expertise, we will help you attain your financial goals through guided collaboration, trust, and confidence at every step of your journey. 

Our Team

Contact Us

Do you require a proactive financial advisor who will support you at every step of the journey?
Contact us now to take the first step.

Let's Talk