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Mandwel Patterson
Invictus Capital Management

Tel: 330-244-1169
4783 Munson St NW
Canton, OH 44718
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Invictus Capital Management | Financial Advisor in Canton ,OH

About Mandwel Patterson

Mandwel Patterson brings a distinctive blend of financial expertise, entrepreneurial insight, and a passion for community development to his role as Founder of Invictus Capital Management. Before launching his own firm, Mandwel spent five years as a financial advisor with Edward Jones Investments, where he honed his skills in guiding individuals and families toward their long-term financial goals. His earlier career in economic development gave him firsthand experience helping businesses start, grow, and thrive. He has also taught business development and economics at the university level, equipping aspiring entrepreneurs with the tools to succeed. These diverse experiences have shaped his client-first philosophy - rooted in education, empowerment, and partnership.

Mandwel is deeply committed to helping his clients achieve what he calls the "Work-Optional Lifestyle", the ability to live life on your own terms with financial confidence and freedom. He believes in teaching his clients the "why" behind each decision, so they can become the masters of their financial destiny. A proud alumnus of Massillon Washington High School, Mandwel earned his B.A. in Political Science and a Master's in Public Administration and Economics from the University of Dayton. He remains active in his community, coaching youth sports and serving on local nonprofit boards. Mandwel lives in Stark County, Ohio with his wife, Jessica, and has two sons, Manny and Jordan.


About Invictus Capital Management

At Invictus Capital Management, we provide independent, client-focused financial guidance designed to help individuals, families, and business owners build and protect lasting wealth. Our mission is simple: to empower you with clarity, confidence, and a strategic plan for financial success. As a fiduciary, we prioritize your best interests in everything we do. We offer comprehensive financial planning, investment management, retirement strategies, risk management, and tax-efficient solutions - always customized to your unique goals and life circumstances. Whether you're navigating a major life transition, planning for retirement, or seeking to grow and preserve your wealth, we provide the expertise and support to help you make informed decisions. The name Invictus, meaning unconquered, reflects our belief in financial resilience and long-term discipline. We take a steady, personalized approach, free from product sales and institutional pressure, ensuring our advice remains objective and aligned with your values. At Invictus Capital Management, you're not just a number. You're a partner. We build lasting relationships based on trust, transparency, and results - because we succeed when you do. Let's build your financial future, together.

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General Information

Firm Start Year:   2019
No. of Employees:   2-4
Insurance License#:  1056537
Name of Broker/Dealer:  LPL Financial
Name of Custodial Firm:  LPL Financial
States Licensed in:  AK, AZ, CA, FL, GA, IL, IN, MA, MI, NV, NM, NC, OH, SC, TN, TX, VA
Number of Years with Current Firm:  6
Work Experience:  03/2019 - Present: LPL Financial LLC - Registered Representative 10/2014 - 03/2019: Edward Jones - Financial Advisor 03/2007 - 03/2019: Stark State College - Adjunct Professor
Work with the following types of clients:  Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors
Foreign Languages Serviced:  Englsh
Advisory Services Provided:  Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals

Services

Investment Types:  Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways:  Your Office, Video Conference, Our Office, Phone

Qualifications & Memberships

Insurance and Annuity Licenses:  Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident

Firm Information

Firm's Number of Clients:  627
Firm's Number of Planning Clients:  627
Firm's Number of Managed Clients:  627
Assets Managed by Firm:  $107,000,000
Advisor's Number of Clients:  627
Advisor's Number of Managed Clients:  627
Advisor's Number of Planning Clients:  627
Assets Managed by Advisor:  $107,000,000

Compensation and Fees

Fee Structure:  Fee-Based
Minimum Portfolio Size for New Managed Accounts:  $0
Compensation Methods:  Flat Fee
Fee % Based on Assets:  1%
Hourly Rate:  $0
Minimum Fee Charged for Managed Accounts:  $0
Minimum Fee Charged for Hourly Planning Accounts:  $0

Board Positions

Organization :   Beacon Charitable Pharmacy, Canton, OH
Position :   Past President
Duration :   2021-Present
Organization :   Stark County Minority Business Association, Canton, OH
Position :   President
Duration :   2021-Present

Education

Bachelor's - Political Science/Economics   University of Dayton - Dayton, OH
08/1994-05/1998
Master's - Public Administration/Economics   University of Dayton - Dayton, OH
08/2000-05/2001

Financial Services

Financial Planning for Businesses

Running a successful business requires more than day-to-day operationsit demands strategic financial planning to ensure long-term growth, stability, and profitability. As an independent financial advisor, I provide personalized financial planning services to help business owners make informed decisions and build lasting value. Whether you're launching a startup, managing a growing company, or preparing for succession, I work closely with you to develop a comprehensive plan that aligns with your goals and supports every stage of your business journey. My services include cash flow analysis, tax strategy coordination, retirement plan selection (like SEP and SIMPLE IRAs or 401(k)s), risk management, employee benefits planning, and business continuity strategies. I also assist with owner compensation planning and exit or succession planning to help you transition smoothly when the time comes. As an independent advisor, my guidance is unbiased and fully aligned with your best interestsnot driven by product sales or corporate agendas. You receive clear, actionable advice designed to strengthen your business and support your personal financial goals. With a solid financial plan in place, you can focus on what you do bestrunning your businesswhile gaining peace of mind knowing your financial future is well-structured and secure.

Financial Planning for Individuals

Personal financial success doesnt happen by accidentit takes clarity, strategy, and consistent action. As an independent financial advisor, I provide tailored financial planning services for individuals who want to take control of their finances and build a more secure future. Whether you're just starting your career, navigating a life transition, or planning for long-term goals like buying a home or retiring comfortably, Ill work with you to develop a plan that fits your unique needs, values, and aspirations. My comprehensive approach covers all areas of your financial life, including budgeting, savings, debt management, investing, insurance, tax considerations, and retirement planning. Well define your goals, assess your current financial position, and create a practical, step-by-step roadmap to help you get where you want to go. Because Im an independent advisor, my recommendations are always unbiased and in your best interest. I dont sell financial productsI provide honest advice, clear guidance, and ongoing support to help you stay on track. With a personalized financial plan, youll gain confidence, reduce stress, and make smarter decisions about your moneynow and in the future.

Financial Advice & Consulting

Navigating your financial life can feel overwhelmingbut you dont have to do it alone. As an independent financial advisor, I provide objective, personalized financial advice and consulting to help you make confident, informed decisions at every stage of life. Whether you're facing a major life transition, evaluating investment opportunities, or simply seeking a second opinion, my role is to guide you with clarity and care. I offer consulting on a wide range of topics including budgeting, debt management, retirement planning, tax strategies, insurance analysis, estate planning, and more. My process begins with understanding your unique goals, concerns, and financial circumstances. From there, I deliver actionable recommendations tailored to your needsfree from sales pressure or product commissions. You get independent advice, grounded in experience and focused entirely on whats best for you. You may choose one-time consultations or ongoing financial guidance, depending on your preferences. Either way, my mission is to empower you with the insights, tools, and strategies to move forward with confidence. No matter where you are on your financial journey, Im here to provide honest answers, clear strategies, and a trusted perspective to help you reach your goals.

Portfolio Management

As an independent financial advisor, I offer personalized portfolio management services designed to align with your financial goals, risk tolerance, and time horizon. Whether you're planning for retirement, building wealth, or preserving capital, I take a disciplined, strategic approach to managing your investments. My portfolio management service begins with a comprehensive understanding of your unique financial situation. I construct a diversified investment strategy tailored specifically to your needs, drawing from a broad range of asset classes including equities, fixed income, ETFs, and alternative investments. I actively monitor and rebalance your portfolio to adapt to market changes and life events, helping to minimize risk and optimize returns. Youll receive transparent reporting and ongoing communication, so you always know where your money stands and why decisions are made. Because I operate independently, my advice is unbiased and always in your best interestfree from the influence of proprietary products or sales quotas. My commitment is to protect and grow your wealth with integrity, objectivity, and care.

Retirement Planning

Planning for retirement is one of the most important financial decisions you'll ever makeand it's never too early or too late to start. As an independent financial advisor, I provide customized retirement planning services designed to help you build a secure and fulfilling future. I begin by understanding your lifestyle goals, income needs, current financial situation, and risk tolerance. From there, I develop a personalized retirement strategy that may include tax-efficient savings plans, employer-sponsored accounts (like 401(k)s), IRAs, investment portfolios, and income distribution strategies. Whether you're decades away from retirement or approaching the transition, Ill help you answer key questions: How much do I need to retire comfortably? When can I realistically retire? Whats the best way to draw income without running out of money? Youll benefit from ongoing guidance, regular plan reviews, and clear, unbiased advicefree from product sales or corporate quotas. As your advisor, I stay focused on helping you make smart, informed decisions at every stage, from accumulation to withdrawal and legacy planning. My goal is simple: to help you retire with confidence, on your own terms.

401K Rollovers

Changing jobs or retiring? One of the most important financial decisions you may face is what to do with your 401(k). As an independent financial advisor, I offer objective, personalized guidance to help you make the most of your retirement savings through smart 401(k) rollover strategies. Rolling over your 401(k) can offer more control, greater investment options, and potential cost savingsbut its not always the right choice for everyone. I work with you to evaluate your options, which may include rolling into an IRA, staying in your current plan, moving to a new employers plan, or cashing out (and understanding the tax consequences). Together, well assess the benefits and drawbacks of each path based on your financial goals, time horizon, tax situation, and income needs. If a rollover makes sense for you, Ill ensure a seamless, tax-efficient transfer of assetsavoiding penalties and unnecessary fees. As an independent advisor, I have no product quotas or affiliations, so my only priority is whats best for you. Youll receive clear, unbiased advice and ongoing support to keep your retirement strategy on track. Take the guesswork out of your 401(k) rollover. Lets make confident, informed decisions for your future.

Insurance Planning

Insurance isnt just about policiesits about protecting what matters most. As an independent financial advisor, I offer objective insurance planning services to help you safeguard your income, family, business, and long-term financial goals. The right insurance strategy can provide critical protection against lifes unexpected eventssuch as illness, injury, disability, or deathwhile helping you avoid financial setbacks. I work with you to assess your current coverage, identify potential gaps, and determine the right mix of protection based on your unique needs and life stage. Whether its life, disability, long-term care, or liability insurance, my goal is to ensure you have the right coverageno more, no less. I also help evaluate employer-provided benefits and how they fit into your overall financial picture. As an independent advisor, I dont sell insurance products or earn commissions. My recommendations are unbiased, transparent, and always in your best interest. Ill coordinate with your insurance providers or connect you with trusted professionals to implement the plan thats right for you. Insurance planning is a key part of a strong financial foundation. With the right strategy in place, you can move forward with greater confidenceknowing your finances and your future are protected.

Annuities

Annuities can be a valuable tool for creating guaranteed income, protecting against longevity risk, and adding stability to your retirement plan. As an independent financial advisor, I provide objective, personalized guidance to help you understand ifand howan annuity fits into your overall financial strategy. Annuities come in many forms, including fixed, indexed, and variable options. Each type offers different features, benefits, and trade-offs. I take the time to evaluate your unique goals, income needs, and risk tolerance to determine whether an annuity aligns with your long-term financial plan. If appropriate, Ill help you choose the right structuresuch as lifetime income, deferred growth, or principal protectionand ensure it complements other retirement assets like Social Security, pensions, and investment accounts. Unlike product-driven salespeople, I offer truly independent advice. I do not push proprietary products or work on commission. My goal is to educate you on how annuities work, clarify fees and guarantees, and help you make informed, confident decisions. Whether you're nearing retirement or already drawing income, annuities can offer peace of mind and financial security when used correctly. Im here to ensure theyre used wiselyand only when they truly add value to your plan.

Estate Planning & Trusts

Planning your legacy is about more than just passing on wealthits about protecting your loved ones, preserving your values, and ensuring your wishes are carried out with clarity and care. As an independent financial advisor, I offer estate planning guidance and trust strategies designed to give you peace of mind and control over your financial future. Working in coordination with your attorney and tax professionals, I help you create a comprehensive estate plan that aligns with your goals, minimizes tax liability, and ensures a smooth transfer of assets. Whether you need to establish a will, set up trusts, or plan for incapacity, Ill guide you through the options in a clear and thoughtful way. My role is to help you understand how different toolssuch as revocable living trusts, irrevocable trusts, charitable trusts, beneficiary designations, and powers of attorneycan be used to protect your estate and support the people and causes you care about most. As an independent advisor, I offer objective, client-first guidancefree from product sales or conflicts of interest. Your plan is tailored to your specific needs, whether you're building generational wealth or ensuring a smooth transition for your heirs. Estate planning is a vital step in your financial journey. Lets build a legacy that reflects your values and gives your family lasting peace of mind.

Tax Advice and Services

Smart tax planning is essential to protecting your wealth and keeping more of what you earn. As an independent financial advisor, I provide personalized tax advice and strategies designed to reduce your tax burden and support your long-term financial goals. Whether youre a working professional, business owner, investor, or retiree, I help you understand how taxes impact your income, investments, and overall financial plan. My services include year-round tax-efficient strategies such as income deferral, asset location, capital gains planning, charitable giving, and retirement distribution planning. I also coordinate with your CPA or tax preparer to ensure your financial plan and tax strategy work hand in handhelping you avoid surprises and stay compliant with changing tax laws. If you dont currently have a tax professional, I can refer you to trusted partners. As an independent advisor, I do not sell tax products or earn commissions. My guidance is always objective, transparent, and focused solely on your best interests. Proactive tax planning isnt just for year-endits a year-round process. With the right strategy in place, you can minimize taxes, preserve more of your wealth, and make smarter financial decisions with confidence.

Education Funding and Planning

A quality education can open doors, but the rising cost of tuition can pose a significant financial challenge. As an independent financial advisor, I offer education funding and planning services designed to help families prepare for this important investmentwithout compromising other financial goals. Whether you're planning for a child's future or your own continued education, I work with you to develop a customized strategy that fits your timeline, budget, and overall financial plan. This includes evaluating and recommending tax-advantaged savings options such as 529 plans, Coverdell ESAs, custodial accounts, and other investment vehicles. Well also explore financial aid considerations, scholarships, and the impact of education funding on your broader financial picturefrom retirement planning to estate strategies. I provide clear, objective advice to help you make informed choices and stay on track as tuition deadlines approach. Because I operate independently, my guidance is free from product sales or institutional agendasfocused solely on whats best for you and your family. With the right education plan in place, you can give your loved ones the gift of opportunitywithout sacrificing your own financial security.

Investment Advice & Management

Investing is a key part of building and preserving wealthbut it requires more than just picking stocks or timing the market. As an independent financial advisor, I offer personalized investment advice and management designed to align your portfolio with your goals, risk tolerance, and financial timeline. Whether you're a first-time investor or managing a complex portfolio, I work with you to create a clear, strategic investment plan. This includes assessing your financial situation, setting realistic objectives, and building a diversified portfolio tailored to your unique needs. My approach is disciplined and long-term, grounded in research and risk awarenessnot short-term speculation. I utilize a broad range of investment options, including mutual funds, ETFs, stocks, bonds, and alternative assets, always selected to match your goals and preferences. As an independent advisor, I provide unbiased recommendations without product sales or commissions. Your interests come firstalways. I offer ongoing portfolio monitoring, performance reviews, and rebalancing to keep your investments aligned with both market conditions and your evolving life circumstances. With professional investment management, you can grow your wealth confidentlyknowing your portfolio is thoughtfully built and actively managed to support your financial future.

Wealth Management

As an independent financial advisor, I offer comprehensive wealth management services designed to simplify your financial life and support long-term success. Whether you're growing your wealth, preserving it, or planning your legacy, my approach is personal, strategic, and entirely focused on your best interests. We begin with a deep understanding of your financial goals, values, and lifestyle. From there, I develop a tailored strategy that integrates investment management, retirement planning, tax efficiency, risk management, and estate planning into a cohesive, long-term plan. My wealth management service is designed for individuals and families seeking a holistic, coordinated approach. I provide proactive advice and continuous oversight to help you navigate lifes transitionssuch as career changes, business sales, inheritance, or retirementwhile keeping your goals at the center of every decision. As an independent advisor, I have the freedom to choose the best solutions for your unique needsfree from corporate agendas or product sales requirements. You receive transparent communication, ongoing performance reviews, and a trusted partner who puts your financial security first. True wealth isnt just about numbersits about clarity, confidence, and peace of mind. Im here to help you achieve all three

Risk Management

Protecting your wealth is just as important as growing it. As an independent financial advisor, I provide personalized risk management strategies designed to safeguard your financial future against lifes uncertainties. Risk comes in many formsmarket volatility, unexpected health issues, job loss, disability, liability, or premature death. My approach begins with a comprehensive review of your financial situation, goals, and exposures. Together, we identify potential risks and build a tailored plan to help minimize their impact while supporting your long-term objectives. I evaluate existing insurance coverage, assess investment risks, and recommend practical solutions to protect your income, assets, and loved ones. This may include life, disability, and long-term care insurance, as well as asset allocation strategies and emergency planning. Because Im an independent advisor, my recommendations are objective, transparent, and always in your best interest. I do not sell insurance productsI provide trusted advice to help you make informed decisions and avoid costly gaps in coverage. With a thoughtful, proactive risk management plan in place, you can face the future with greater confidence and peace of mind.

Money Management

Effective money management is the foundation of financial security and long-term success. As an independent financial advisor, I provide personalized money management services to help you take control of your finances, make informed decisions, and build lasting wealth. Whether youre looking to reduce debt, improve cash flow, save for future goals, or simply gain better financial clarity, I work with you to create a practical, results-driven plan. This includes budgeting strategies, savings optimization, income planning, expense tracking, and guidance on managing financial priorities. Every plan is tailored to your unique lifestyle, values, and goalswhether youre just starting out, managing a growing family, or navigating major life changes. I also provide support in aligning your day-to-day money habits with your broader financial objectives, such as investing, retirement, or wealth preservation. As an independent advisor, my guidance is objective and entirely focused on your best interest. I dont sell products or earn commissionsmy role is to be your trusted financial partner, helping you make confident, well-informed choices. With the right money management strategy in place, you can reduce stress, gain control, and make real progress toward your financial goals.


FAQs

Why should I choose you as my financial advisor?

Choosing a financial advisor is one of the most important decisions you can make for your future. I bring a client-first mindset, backed by experience, integrity, and a personalized approach to wealth management. Whether you're planning for retirement, protecting your family with insurance, or growing your investments, I take the time to understand your goals and build a strategy tailored just for you. Youll never be treated like a number. I offer ongoing education, transparent communication, and proactive support so you can feel confident in every financial decision. My mission is simple: to help you build, protect, and enjoy your wealthwith clarity and peace of mind.

How do you charge for your services?

We charge a straightforward, transparent flat fee of 1% of assets under management. This fee-based structure aligns our success with yourswhen your portfolio grows, we grow with you. There are no hidden commissions or product-based incentives, allowing us to focus solely on what's in your best interest. Our goal is to provide clarity, value, and long-term financial confidence through personalized, objective advice.

What services do you provide? What are your specialties?

I offer a full range of financial advisory services designed to support every stage of your financial journey. My areas of expertise include: Comprehensive Wealth Management, Money Management & Investment Strategies, Risk Management & Insurance Planning, Retirement Planning & Income Solutions, Annuities & Lifetime Income Planning, Education Funding Strategies, Tax-Efficient Investment Planning, and Estate & Legacy Planning Guidance. Whether you're looking to grow your wealth, protect your family, or plan for retirement, I provide personalized strategies tailored to your unique goals. My commitment is to deliver clear advice, ongoing support, and long-term value as your financial partner.

What is your experience? How many clients do you currently manage?

I have over 11 years of experience as a financial advisor, helping individuals, families, and business owners navigate lifes most important financial decisions. Over the years, Ive had the privilege of building long-term relationships with more than 600 clients, each with unique goals and financial journeys. My approach is rooted in personalized guidance, ongoing education, and a commitment to putting clients first. Whether you're planning for retirement, protecting your legacy, or working toward financial independence, I bring the insight, experience, and dedication to help you move forward with confidence.

What financial institution(s) do you represent?

I am affiliated with LPL Financial, the largest independent broker-dealer in the United States. LPL provides me with access to a wide range of investment products, cutting-edge technology, and robust researchall without proprietary pressure. This independence allows me to offer objective advice and financial strategies that are tailored solely to your best interests. Through my partnership with LPL Financial, you receive the personalized attention of an independent advisor, backed by the strength and stability of a nationally recognized financial institution.

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Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Compliance

Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM
Sat. 9:00 AM - 12:00 PM

Compensation Arrangements

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