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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.
2021 Outlook: Light at the End of the Tunnel
After a year that left investors on the edge of their seats, many are wondering how to prepare for what’s next. In our 2021 Outlook, we discuss the lessons from this past year, and then lay out how we’re thinking about the economic recovery, ultra-low interest rates, and today’s stock market rally.
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.
Thought Leadership
Access our comprehensive collection of investment insights, which are available to help you learn more about a variety of topics.
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April 05, 2021
Leaving a Sustainable Legacy
When it’s done right, financial planning should be about more than just getting to and living well in retirement. For most people, leaving a legacy gift is a worthwhile and very realistic goal. The future is unknowable, and the first priority for both us and our clients is well-being in good … -
March 23, 2021
4 Questions to Ask Your Financial Advisor
Everyone wants to work with a financial advisor that’s right for them. But how do you know what advisor is right for you? You’re entrusting this individual with your financial well-being, so you should feel comfortable asking the tough questions. Some of the questions that follow may seem too … -
March 11, 2021
Women and Wealth
With Women’s History Month in full swing, we take a look at how women invest, what’s important to them, and how they are achieving success. Women think about money differently, invest it differently, and spend it differently. While motivations vary from person-to-person, as a whole, female … -
February 23, 2021
Taking Advantage of a Golden Opportunity
We regularly hear concern from clients about everything that is going on today. How am I going to save for retirement in such a turbulent, difficult time? In many ways, saving and investing has never felt so strange. Today, interest rates on traditionally safe bonds are near zero, if not below; …
Financial Planning Blog
Sign up to learn more about a variety of family wealth management topics.
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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Rebecca Galliford, CFP®
Wealth Management Consultant
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Tom Stedman
Associate Wealth Management Consultant
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Margaret Jeffries, 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 advisory services.