Tactical Giving - Rick Mantei shares his secrets to donating
"Everyone is looking for a good deal." Rick Mantei of Cola Wealth Advisors had these words of advice for donors and members of the Fellowship of Christian Athletes at a recent event. While many were topics discussed, the most impactful was the opportunity to donate in a way that helps both. Rick is a huge supporter of the Fellowship of Christian Athletes, saying that he would be nothing if it weren't for programs such as these throughout his childhood.
COLA WEALTH CLIENTS SEE COLUMBIA FROM THE AIR
Flying high at Owen's Field
A bright Saturday morning set the stage for several Cola Wealth clients and prospective clients to see Columbia from 2,500 feet as they rode in a vintage airplane.
The 1941 Boeing PT-17 Stearman is owned and piloted by Cola’s founder and owner, Rick Mantei, whose firm advises clients in Columbia, Lexington, Aiken, and Greenwood, South Carolina, and Johnson City, Tennessee.
The flights, each lasting about 20 minutes, took riders over Columbia landmarks including the University of South Carolina football stadium, downtown Columbia, and, if they lived nearby, their homes. Those comfortable doing so got to “take the stick” and steer the craft for a bit.
Rick Mantei, Cindy Chiellini, Kathy Nishnac Atul Makharia, and the rest of the team at Cola Wealth Advisors stand in solidarity with Team Zoomie as it fights back against Parkinson's disease.
Team Zoomie will participate in Tough Mudder Atlanta 2019 on November 9th to raise money for the Parkinson's Foundation of Georgia. Team Zoomie's crowdfunding initiative already has raised more than $1,500, and it hopes to provide at least $5,000 to tackle this progressive nervous system disorder.
Rick Mantei and the team at Cola Wealth Advisors are no strangers to investing. After all, they manage thousands of portfolios for their clients. But their investing stretches well beyond the trading floor. Over recent years, hundreds of thousands of dollars, and countless hours, have been poured back into the communities and the families that make the Midlands so great!
Led by a former veteran, the team at Cola Wealth Advisors understands the realities our retired military are forced to live in. Homestead Hospice pairs veterans with qualified candidates for some personal interactions—a few hours of quality story telling with new smiling faces.
Fred Saverance, a lifelong South Carolina resident, got an unexpected visitor to his hospital room over the weekend. Rick Mantei, with a ruby red present in tote, stopped in to see his old friend recovering from a recent stroke. Fred is an accomplished pilot out of McEntire airbase where he flew 102’s, A7’s, and C131’s. After years of service Fred transitioned to the role of a designated examiner with the FAA where he performed check rides for more than 10 years. Fred was the examiner responsible for certifying Rick’s most popular plane in his fleet, his Stearman biplane. With little interaction through the years, this is where the pair’s story seemingly ended. That is until August 17, 2019 when Rick presented his former examiner with a model of the very plane they shared so many years ago, on behalf of all the pilots Mr. Saverance has had an effect on. With a renewed spirit, Mr. Saverance has made strides on the road to recovery.
At a recent client appreciation event in Peachtree City, GA, Rick, jumped at the opportunity to inspire the next generation of professionals. His biggest point of emphasis is that there are opportunities for each and every one of the students if they are willing to work with a purpose toward their ambitious goals.