More Than Investment Management

You may have many different professionals helping to manage your finances, which can become overwhelming when you are trying to save time and simply enjoy life. Our experienced team will help develop a plan to meet your specific needs and coordinate with the professionals necessary to implement this plan.

What Sets Family Wealth Management Apart?

Many factors contribute to your overall financial health, which is why we work with your existing professionals to offer a fully integrated approach to helping you and your family.

We offer a variety of solutions in key areas. Watch our video to learn more.

Introducing Family Wealth Management

Financial Planning

We will help you to articulate, prioritize, and achieve goals such as maintaining your lifestyle during retirement, college education for children, charitable giving, or saving for a future purchase.

Investment Management

Use our signature active investment management style to monitor and adjust your investment accounts according to the market environment and your goals.

Trust Services

Provide high quality trust and custody services through our affiliate, Exeter Trust Company, to prudently manage your family’s assets and responsibly pass wealth down to the next generation.

Estate & Tax Planning

Review and provide recommendations on your existing situation, working closely with your attorney and tax professional to help ensure that your wealth is not eroded by taxation and that your estate wishes are carried out.

Asset Protection

Explore and provide recommendations on insurance and legal means to help guard against major losses due to health, death, or litigation.

Cash-flow Modeling

Supply models to help you understand whether you have sufficient assets to meet your goals under a variety of conditions, as well as provide suggestions on how to spend your assets tax efficiently.

We can help simplify your life with our consolidated reporting

Our annual Family Wealth Management review provides progress toward your goals, financial updates, and an action plan for next year. This report goes beyond investment management to offer a comprehensive picture of your financial well-being.

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Family Wealth Management Insights

Access our comprehensive collection of investment insights, which are available to help you learn more about a variety of topics.

Featured Videos

Trusteed IRA: Ensuring Your Legacy Lives On

Featuring Leslie Rector, Vice President and Trust Officer

Our Trusteed IRA is designed to go beyond retirement savings to offer a simple, smart solution to your estate planning needs.

Learn More »

Balancing Risk and Taxes

Featuring Dana Vosburgh, Director, Family Wealth Management

Discussing various types of taxes investors should be aware of and which investments may be subject to these taxes.

Related Content »

The Basics of Estate Planning, Part 1

Featuring Veronica Van Nest, Senior Wealth Management Consultant

Defining estate planning and what you need to do in order to create an estate plan.

Related Content »
Featured Articles

September 19, 2016

Let your Legacy Live On With a Trusteed IRA

Many individuals have the enviable burden of owning a significantly large Individual Retirement Account (IRA). They want to have those assets available for the well-being and financial security of their loved ones even after they have passed away.

September 01, 2016

The Economic Impact of the Olympics

Countries that host the Olympic Games invest billions of dollars hoping to see a boom in their economy, from increased tourism spending and infrastructure updates. Some countries flourish and see a return on their investment from hosting the Olympics, while others pile on debt that can take decades to pay off.

August 22, 2016

Building and Interpreting Custom Investment Benchmarks

From simple beginnings, the investment benchmark has become a de-facto aspect of most investment programs today. There are many types of benchmarks, but the most widely accepted version uses passive market indices as standards of performance measurement and points of comparison for various portfolio characteristics.

August 17, 2016

Comparing Traditional Cash Management Strategies

Recent regulations and the current low interest rate environment are limiting how much organizations can earn on their excess cash. A Bank Deposit Investment Account (BDIA), a customized cash management solution that can help organizations generate more income on their excess cash, may be worth considering.

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The Family Wealth Management Team

We have assembled our Family Wealth Management team to help secure a positive financial future for both you and your family.

  • Dana Vosburgh, CFP®

    Director of Family Wealth Management

  • Andrew DelMedico, CFP®

    Financial Planning Coordinator/Senior Consultant

  • Ethan McKenney, CFP®

    Senior Wealth Management Consultant

  • Veronica Van Nest, JD

    Senior Wealth Management Consultant

  • Tom Lesko, JD

    Senior Wealth Management Consultant

  • George Marron, JD, CFP®

    Senior Wealth Management Consultant

  • Corey Jackson, CLU®, CFP®, ChFC®, CASL®

    Wealth Management Consultant

  • Rebecca Keesey, CFP®

    Junior Wealth Management Consultant

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certain account minimums may apply to be eligible for Manning & Napier’s family wealth management services.