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 our services

Our team is here to answer any questions you may have. Contact us if you would like to learn more about the financial planning and wealth management services that are available to you.


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.

Get started with estate planning »

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.

Download a Sample Report


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 08, 2019

    Lifetime Legacy vs. Leaving a Legacy

    Traditionally, most retirees’ approach to retirement has been to live frugally to leave a financial legacy to their families, friends, and charities after they pass away. This approach helps to protect retirees against the fear and/or risk of outliving their wealth. However, many would argue it …
  • September 27, 2019

    Turning 65 and Still Working? What You Should Know About Medicare Enrollment

    Although Medicare Open Enrollment is right around the corner, starting October 15, 2019 and running through December 7, 2019, if you aren’t yet 65 (or even if you’re close to it) this is not the period in which you need to sign up. In fact, the process for initial enrollment in Medicare is …
  • August 28, 2019

    Webinar: College 101 - Focus on Finances

    Navigating the college application process can be a challenge – especially when it comes to finances. How do you know if you’re eligible for student aid? What’s the difference between scholarships and grants? How do you save and pay for college? What are the …
  • August 02, 2019

    Financing a College Education

    The cost of an undergraduate education has skyrocketed over the past several decades. Specifically, over the last decade the increase in the cost of college has exceeded the increase in the cost of most goods by an average of 3.2% per year. The cost of college can vary based on whether a student …

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®

    Client Consultant

  • Veronica Van Nest, JD

    Senior Wealth Management Consultant

  • Ethan McKenney, CFP®

    Client Consultant

  • Tom Lesko, JD

    Senior Wealth Management Consultant

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

    Senior 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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