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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.
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.
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.
Use our signature active investment management style to monitor and adjust your investment accounts according to the market environment and your goals.
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.
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.
Explore and provide recommendations on insurance and legal means to help guard against major losses due to health, death, or litigation.
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.
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.
Access our comprehensive collection of investment insights, which are available to help you learn more about a variety of topics.
Our Trusteed IRA is designed to go beyond retirement savings to offer a simple, smart solution to your estate planning needs.
Discussing various types of taxes investors should be aware of and which investments may be subject to these taxes.
Defining estate planning and what you need to do in order to create an estate plan.
March 22, 2017
As people approach age 65 and consider retirement, health care planning becomes a higher priority. It also becomes a common area of confusion. After years of having health care coverage through an employer provided plan, the various parts of Medicare and additional coverage options can be overwhelming.
February 23, 2017
Wills and Revocable Trusts are estate planning tools which can be used to pass assets on at death. However, the structure of wills and trusts are quite different. In order to understand how both a will and trust work, you must first understand...
December 05, 2016
If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax planning.
November 21, 2016
President-elect Donald Trump's victory, along with Republicans maintaining majorities in Congress, has taken many by surprise. While some segments of the broad U.S. stock market reacted favorably to the election results (e.g., Financials and Industrials), other segments did not (e.g., Utilities and Consumer Staples). It's quite possible that a certain level of uncertainty and volatility will continue as the new administration takes shape...
We have assembled our Family Wealth Management team to help secure a positive financial future for both you and your family.
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.
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