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.

Services

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.

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Strategies that attempt to guide your wealth and financial decisions to minimize and control your immediate, as well as long-term tax implications.

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Strategies that seek to anticipate and arrange the transition of your estate to achieve your priorities while minimizing costs and taxes.

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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.

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We can help you manage your defined benefit offerings while helping employees achieve their financial goals.

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When you’ve poured your heart and soul into your life’s work, the right plan is crucial to help your business live on.

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Maner Team Expert

Michael Nordmann, Principal, Director, Chief Wealth Officer

Michael Nordmann is principal and chief wealth officer at Maner Wealth, a dynamic financial planning and wealth management firm that develops innovative, highly personalized and fully integrated financial plans for high net worth individuals. Nordmann joined Maner Costerisan to pioneer the Maner Wealth division within the award-winning, certified public accounting and business consulting advisory firm. Nordmann says his career has been forged from his passion for helping people develop holistic financial plans to help them achieve their goals.

The Maner Wealth team is designed to leverage the various expertise across Maner Costerisan to create customized strategies for their clients that represent far more than just investments. Nordmann possesses a robust leadership style, and the Maner Wealth team collectively represents more than 100 years of financial planning and wealth management experience.

Nordmann made a name for himself in the financial management industry during his time at Morrison, Nordmann & Associates. There, he served as a personal CFO for business owners and high net worth individuals. He specializes in comprehensive financial planning, holistic investment management, retirement income strategies, business succession services and 401(K) retirement plans.

Nordmann is recognized as one the state of Michigan’s leading wealth management professionals and a forward-thinking strategist. Clients seek him out for his cutting-edge financial planning solutions and deep industry knowledge. He is an industry driver and thought leader who enjoys sharing advice, guidance and insights to businesses, individuals and consultants across the country.

Nordmann earned a bachelor’s degree in business administration and finance from Spring Arbor University and has been honored as a Lansing Regional Chamber of Commerce 10 Over the Next Ten recipient and the Don Bunka Outstanding Service Award winner.

My ultimate goal in life is the leave a positive impact in everything I do, especially my work. Because we dedicate so much of our time to our jobs, it is a place we can also have immense ripple effects through our actions. I want to build something which literally changes people's lives, for generations to come.

Years of Experience

11

Memberships

Greater Lansing Estate Planning Council (GLEPC)

Industry Insights