Family Wealth Management

More Than Investment Management

You may have many different professionals helping to manage your finances - retirement planning, cash-flow needs, estate planning, tax planning, trust services, insurance, and more - 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.

 

Dana Vosburgh, Director of Family Wealth Management, gives an overview of our services.

Learn More About Family Wealth Management Services


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.

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.

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.

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.

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.

Asset Protection

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


Manning & Napier Family Wealth Management Progress Report

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.

Learn more


Family Wealth Management Thought Leadership

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

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.


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.


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.


Financial Planning Blog

Sign up to learn more about a variety of family wealth management topics.


  • June 01, 2018

    Webinar: How to Financially Prepare for Retirement

      When it comes to retirement, one of the biggest questions we all have is “am I financially prepared?”. It’s a big question, but the good news is that with the right preparation, you can enjoy your retirement the way you’ve always dreamed you would. By developing a personal, …
  • May 24, 2018

    The Power of HSAs

    As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Does your employer offer a high-deductible health plan (HDHP)? If so, you have access to a powerful savings vehicle, the …
  • April 17, 2018

    Spending Patterns in Retirement

    As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. When it comes to planning for retirement, few people fully understand if they are financially prepared to move into the next …
  • March 13, 2018

    Qualified Charitable Distributions and the New Tax Law

    The Tax Cuts and Jobs Act made sweeping changes to our tax laws when the bill was signed this past December. On January 1, the standard deduction – an amount that all tax filers can deduct from their income each tax year – was doubled to $12,000 for single filers and $24,000 for joint filers. The …

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

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

    Wealth Management Consultant

  • Rebecca Galliford, CFP®

    Wealth Management Consultant

  • Margaret Jeffries, 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.


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