Research Money Managers
Research Money Managers

Review, compare and upgrade your money manager using our Money Managers Directory, complete with thousands of manager strategies. 

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Envision Your Future
Envision Your Future

Are you doing everything it takes to reach your investment goals? Find out with a free, no-obligation consultation from WrapManager.

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Getting Started
Ready to Get Started?

Get a FREE custom asset allocation and money manager proposal in 3 easy steps. Call us at (800) 541-7774 or click the link below.

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ClubWrap: What makes WrapManager different from other investment firms?

Financial Planning

Personal Trust Services

To provide trust services to our clients we have partnered with Wachovia Trust, one of America’s oldest and most respected trust companies. Since they are chartered in the state of Delaware they are permitted to act as fiduciary for Delaware trusts which offer a number of legal and tax advantages. This brochure describes their services.

Donor Advised Funds

A Donor-Advised Fund offers the opportunity to create an easy-to-establish, low cost, flexible vehicle for charitable giving as an alternative to direct giving or creating a private foundation. This 18 page brochure provides the details.

Qualified Retirement Plans

As a business owner, one of your most important financial planning decisions is choosing the right retirement plan for your company. At WrapManager, we offer the full range of retirement plan options. This brochure is a good place to begin understanding your choices.

Rule 144 – Selling Restricted & Control Securities

This brochure explains the rules you must follow to sell restricted or control stock.

Retirement Readiness Worksheet

This 16 page booklet can help you assess how ready you are to retire. It helps you evaluate your health, social network, housing, life expectancy and lifestyle as well as your financial condition so you make adjustments to get the most out of retirement.