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.


  • 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 …
  • August 02, 2018

    Webinar: Financial Planning FAQs

    Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future. We revisited our most frequently asked questions our experts receive on financial planning topics …
  • June 27, 2018

    Recent Social Security Headlines are Old News

    An annual report about Social Security and Medicare made headlines in early June by highlighting what many people already know – Social Security and Medicare reform is going to be necessary at some point soon. The big news in this year’s report from the Social Security Board of Trustees is that …
  • 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, …

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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