Wealth Management
Live Your Best Life,
and Leave Your Legacy
Creating Wealth is Hard Enough. Let Us Take the Headache and the Heartache Out of Planning to Make it Last.
The surest way to forfeit what you’ve worked so hard for is by failing to plan for its preservation. With so much to know and so much at stake, it can feel overwhelming — this is where strong wealth management by a trusted company like Maner Costerisan can help. High net worth individuals and their families require deeper, more complex and integrated plans that take into consideration every aspect of their financial lives.
As one of the most experienced and long-standing firms in the midwest, Maner Costerisan takes a holistic approach to your financial plan by bringing together expertise from across the firm to build a team focused entirely on helping you achieve your goals.
PLAN Process
The PLAN Success Cycle is a process of ongoing activity that we believe is critical to ensuring your financial plan reflects your financial life and circumstances.
Step 1:
Prepare
Build trust and gather important information.
Step 2:
Learn
Understand and analyze your current portfolio and financial plan.
Step 3:
Align
Design and implement a portfolio and financial plan that strives to best achieve your goals.
Step 4:
Navigate
Continually monitor and reevaluate your financial situation with the goal of keeping you on track.
Learn More About Maner Wealth's Complimentary Comparison Services
Services
Investment Planning
Financial & Retirement Planning
High Net Worth Tax Planning
Estate Planning
Risk Management Planning
401k & Qualified Retirement Planning
Defined Benefit Plan Management
Succession Planning
Strategies that structure and manage your portfolio in an attempt to minimize risk and cost, maximize return and keep you on track toward your financial goals.
Strategies that coordinate and optimize your retirement income sources with the goal of delivering the best possible retirement outcome.
Strategies that attempt to guide your wealth and financial decisions to minimize and control your immediate, as well as long-term tax implications.
Strategies that seek to anticipate and arrange the transition of your estate to achieve your priorities while minimizing costs and taxes.
Strategies that help address the major insurable risks in an effort to minimize or even eliminate as many negative financial scenarios as possible.
Our experts help organizations meet federal requirements and design benefits plans that help attract and retain top talent.
We can help you manage your defined benefit offerings while helping employees achieve their financial goals.
When you’ve poured your heart and soul into your life’s work, the right plan is crucial to help your business live on.
Investment Planning
Strategies that structure and manage your portfolio in an attempt to minimize risk and cost, maximize return and keep you on track toward your financial goals.
Financial & Retirement Planning
Strategies that coordinate and optimize your retirement income sources with the goal of delivering the best possible retirement outcome.
High Net Worth Tax Planning
Strategies that attempt to guide your wealth and financial decisions to minimize and control your immediate, as well as long-term tax implications.
Estate Planning
Strategies that seek to anticipate and arrange the transition of your estate to achieve your priorities while minimizing costs and taxes.
Risk Management Planning
Strategies that help address the major insurable risks in an effort to minimize or even eliminate as many negative financial scenarios as possible.
401k & Qualified Retirement Planning
Our experts help organizations meet federal requirements and design benefits plans that help attract and retain top talent.
Defined Benefit Plan Management
We can help you manage your defined benefit offerings while helping employees achieve their financial goals.
Succession Planning
When you’ve poured your heart and soul into your life’s work, the right plan is crucial to help your business live on.
Maner Team Expert
Steven Guipe, CFP®, CPFA®, Principal, Director of Wealth Management
Steven joined the Maner Wealth team in January 2021. In his role as Director of Wealth Management, Steven works closely with Maner Wealth clients to create individual and highly customized financial plans that help them reach their unique goals.
Hard-working and determined, Steven passed his Series 65 exam and obtained his Certified Financial Planner license in 2023. With a desire to help people in an area that is often seen as stressful and confusing, Steven enjoys connecting with clients and implementing financial plans that will have an impact on their lives and families.
A graduate of Spring Arbor University with a Bachelor of Science in Finance, Steven lives in Grand Ledge, Michigan, with his wife, Jasmine. A big fan of sports, Steven played soccer in college, and it continues to be his favorite sport. In his free time, he enjoys reading, golfing, biking and playing the guitar.
I aim to be someone who is constantly improving and striving to be the best version of myself.
Years of Experience
6
Memberships
Greater Lansing Estate Planning Council (GLEPC)
Troy United FC - Vice President
Western Michigan Estate Planning Council (WMEPC)
Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Plan Fiduciary Advisor (CPFA®)