Wealth Advisory
Financial planning to help you live a more intentional and abundant life.
Through our affiliated firm, Mansa Wealth Advisory, LLC, we provide fee-only financial planning services to individuals and families. Our focus is life-centered planning—helping you clarify your goals, make informed decisions, and build a stronger financial future.
How We Can Help
Provide a general description of the items below and introduce the services you offer. Click on the text box to edit the content.
Goal-planning
College savings
Clarify what matters most to you and create a plan to get there
Plan for education with confidence
Investment Analysis
Evaluate your investments and align them with your goals
Risk Management
Protect what you've built and plan for the unexpected
Retirement and Estate planning
Build a strategy for the future and legacy you want to create
A Separate Legal Entity
Mansa Wealth Advisory, LLC is a separate legal entity from S.O. Speaks CPA PLLC and is a state-registered investment adviser firm in North Carolina. Mansa Wealth Advisory, LLC provides financial planning services only and does not provide tax preparation, accounting, or bookkeeping services. No investment advisory services are offered through S.O. Speaks CPA PLLC.
Mansa Wealth Advisory, LLC is a registered investment adviser in the State of North Carolina. CRD #343127. Registration does not imply a certain level of skill or training.
Let’s Work Together
Get in touch so we can start working together.
