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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.
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 Our Services 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.
Thought Leadership
Access our comprehensive collection of investment insights, which are available to help you learn more about a variety of topics.
The Essential Financial Planning Magazine
Our third edition of Prosper covers common and complex financial planning topics that matter most today, including estate planning, investment themes, paying for college, trusts, recent legislation, retirement planning, and much more.
Financial Planning Blog
Sign up to learn more about a variety of family wealth management topics.
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September 08, 2021
Keeping Tabs on Tax Changes
The tax code has been through a whirlwind these past few years. We’d forgive our readers if they have a hard time keeping it all straight. To briefly recap, the changes started at the end of 2019 with the passage of the SECURE Act, which changed a number of rules relating to IRAs and … -
August 20, 2021
Avoiding Common Behavioral Mistakes
We’ve all been there. We didn’t think it through and made a poor decision with our money. Was it because of something you didn’t know in the moment, or maybe you received some poor advice? Or was it more innocent than that: Did you fall victim to a cognitive gaffe or an emotional bias? … -
July 22, 2021
Webinar: Mid-Year Outlook: Guiding You Through a Market in Limbo
In this webinar, our experts discussed the roaring economic recovery, where we think markets are heading next, and how inflation can impact your portfolio, your plan, and more. You may also be interested in our Mid-Year Outlook, where Ebrahim Busheri, Director of Investments, … -
July 12, 2021
Mid-Year Outlook 2021: Guiding You Through a Market in Limbo
The economy is roaring, and the market has bounced back, hitting new highs along the way and leaving many investors wondering if we’ve come too far too fast. In our Mid-Year 2021 Outlook, we answer this key question and lay out our expectations for the rest of the year.
The Advisory Services Team
We have assembled our Advisory Services team to help secure a positive financial future for both you and your family.
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Dana Vosburgh, CFP®
Managing Director, Advisory Services
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Veronica Van Nest, JD
Senior Wealth Management Consultant
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Tom Lesko, JD
Senior Wealth Management Consultant
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Margaret Jeffries, CFP®
Wealth Management Consultant
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Tom Stedman
Associate 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 advisory services.