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.

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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.

  • January 31, 2018

    2018 Tax & Planning Guides

    Every new year seems to bring changes to tax laws, Social Security benefits, healthcare, and more. In many cases, this information can be difficult to locate or understand. With this in mind, we created a set of reference guides to break down exactly what you need to know about the new tax law, …
  • December 12, 2017


    We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …
  • December 11, 2017

    Year-End Tax Planning Tips

    The uncertainty surrounding potential tax law changes has dominated headlines in the past few weeks. While the tax landscape for 2018 is still up in the air, we know what the laws are for 2017 (assuming none of the potential changes are made retroactively, which appears unlikely based on recent …
  • November 20, 2017

    Tax Reform and What Comes Next

    As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill …

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

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.