Clarity for today. Strategy for tomorrow.
Diana Menaker is a Managing Director and Private Client Advisor providing financial guidance and investment management, with planning support across key life stages— from building wealth to protecting it and transferring it across generations.
Note: This site is informational and does not constitute investment advice or an offer to buy/sell securities. Please consult directly for personalized guidance.
About
Diana’s work centers on aligning investment decisions with real-life goals—balancing opportunity, risk, liquidity needs, and multi-generational priorities. [oai_citation:1‡J.P. Morgan Wealth Management](https://jpmorganwealthmanagement.chase.com/advisor/fl/diana-menaker?utm_source=chatgpt.com)
A calm, structured plan; clear decision-making frameworks; and ongoing guidance through market shifts and major life transitions—business exits, retirement, estate events, or family planning.
A discovery-driven process, transparent next steps, and a plan designed to be practical—so it can be revisited, stress-tested, and implemented with confidence.
Services
Core advisory areas include investment planning, retirement planning, estate planning, inter-generational wealth transfer planning, and educational savings planning. [oai_citation:2‡LinkedIn](https://www.linkedin.com/in/diana-menaker-542654207?utm_source=chatgpt.com)
Investment Planning
Portfolio alignment to objectives, risk tolerance, liquidity needs, and timeline—supported by a repeatable review cadence.
Retirement Planning
Income strategy, distribution sequencing, and plan updates to help improve durability across different market regimes.
Estate Planning
Coordination-ready planning conversations to support legacy intent, beneficiary clarity, and efficient transfer structures.
Inter-Generational Wealth Transfer
Family-centered planning to align long-term priorities, responsibilities, and structured transition planning.
Educational Savings Planning
Education funding goals and contribution planning—designed to coexist with retirement and other major priorities.
Market Perspective & Ongoing Reviews
Periodic check-ins supported by market context and scenario thinking to keep strategy aligned as conditions change.
Approach
A structured client experience that prioritizes clarity, confidentiality, and accountable next steps.
Discovery
Define goals, constraints, time horizons, and what “success” needs to look like—financially and personally.
Plan Design
Translate priorities into an actionable plan—portfolio considerations, planning areas, and decision points.
Implementation
Move from strategy to execution with disciplined steps and documentation that supports repeatable outcomes.
Review & Refine
Scheduled reviews and adjustments as markets move and life changes—so the plan stays relevant.
Insights
Explore market insights and strategist perspectives that help inform decision-making and portfolio conversations. [oai_citation:3‡J.P. Morgan Wealth Management](https://jpmorganwealthmanagement.chase.com/advisor/fl/diana-menaker?utm_source=chatgpt.com)
Top market takeaways
A concise lens on what’s moving markets—helping clients focus on signal over noise.
Events & webinars
Timely conversations designed to deepen perspective on trends shaping today’s market environment.
Contact
Office and contact information below is provided for direct outreach. [oai_citation:4‡J.P. Morgan Wealth Management](https://jpmorganwealthmanagement.chase.com/advisor/fl/diana-menaker?utm_source=chatgpt.com)
Direct details
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