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

Investment Management

We use our signature active investment management style to monitor and adjust your investment accounts to align with the market environment and your goals.

Estate & Tax Planning

We can review and provide recommendations on your existing situation, and will work 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

We 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

We supply models to help you understand if 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

We will 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.


  • November 29, 2018

    Year-End Tax Planning Considerations

    With the holidays upon us, now is the time to start thinking about year-end tax planning strategies. While tax reform may result in a lower overall tax bill for many, there are simple steps that could further reduce tax burdens. Below, we highlight some important strategies that are worth looking …
  • October 26, 2018

    Webinar: Family Finances: Conversations Your Family Should Have

    Talking to your family about money is arguably one of the more difficult conversations to have, but the reality is, it’s a key part of financial planning. The “sandwich generation” often finds themselves in the middle of these conversations – having to talk to their own …
  • October 04, 2018

    Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M

    Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …
  • August 07, 2018

    It’s Not Too Late to Compound Your Savings for Retirement

    For anyone who reads, watches TV, or browses social media, it should come as no surprise that Americans, on average, are underprepared for retirement. In fact, struggling to find a way to save enough to fund a comfortable retirement is an issue that spans generations. While retirement health …

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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