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
Michael Nordmann, CFP®, Principal, Director, Chief Wealth Officer
Michael joined Maner Costerisan in 2020 as a principal and the firm’s first Chief Wealth Officer. A CERTIFIED FINANCIAL PLANNER™, Michael leads the Maner’s growing wealth management division, named to Accounting Today’s national list of Top 150 Firms by AUM in 2023 – less than three years after launching.
Michael serves as a personal CFO for business owners and high-net-worth individuals, developing innovative, highly personalized, and fully integrated financial plans that help his clients achieve their unique life goals. Driven by a passion to make a difference, he made a name for himself in the financial management industry during his time at Morrison, Nordmann & Associates.
Approachable, friendly, and not afraid to ask tough questions, clients value Michael’s honest and open communication style. He focuses on getting to know his clients as people. He listens to and understands his clients’ mindsets, backgrounds, family situations and where they want to be in life. He uses those very personal insights to craft individual financial plans that meet their objectives. He also leans into his deep relationships across Maner Costerisan to ensure those customized strategies represent far more than just investments.
Michael has been honored as a Lansing Regional Chamber of Commerce 10 Over the Next Ten recipient and the Rotary Don Bunka Outstanding Service Award winner.
Michael graduated from Spring Arbor University with a bachelor’s degree in business administration and finance. He lives with his wife, Kate, three children, and a black lab. In his free time, Michael enjoys Saturday morning walks through the farmer’s market and relaxing time spent near a body of water. He also enjoys all things sports, specifically basketball, golf and volleyball.
My ultimate goal in life is to leave a positive impact in everything I do, through the lens of “what does love require of me?”. 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
13
Memberships
Greater Lansing Estate Planning Council (GLEPC)
Oshkosh Southwest Rotary Club
Financial Planning Association (FPA)
Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)