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.

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.

Thought Leadership

Access our comprehensive collection of investment insights, which are available to help you learn more about a variety of topics.

Prosper: A Guide to Wealth Management

It's easy to feel overwhelmed by the ever-changing world of wealth management. Prosper is an award-winning magazine designed to give you the knowledge you need to keep your financial plan on track.

Get your copy today

Financial Planning Blog

Sign up to learn more about a variety of family wealth management topics.

  • January 14, 2022

    The Four Stages of Retirement

    Retirement is a big change, for lifestyle and finances. We all dream of where we’ll retire to, what vacations we’ll take, but have you really thought about what your life will be like? It is often met with a busier lifestyle, especially during your first years of retirement, than the relaxing …
  • January 13, 2022

    Annual Outlook 2022: Shocking the Status Quo

    Ebrahim Busheri, CFA Director of Investments Ebrahim Busheri is the Director of Investments at Manning & Napier. In his more than 30 year investment management career, he has served as Director of Research and as the head of various sector groups within the firm. He has also served as …
  • December 23, 2021

    The Guide to Getting Started on Financial Wellness

    There is no wrong time to start your financial wellness journey. You can decide to tackle it on a random Tuesday afternoon, the New Year, the start of a new job, or after a major life event. It doesn’t matter when you choose to, all that matters is that you’ve made a step to. Overcoming where …
  • December 22, 2021

    12 Actionable Tips Before Year-End

    With the holidays just around the corner, many of us are ready to ‘close the books’ on this year and welcome the new year. Even if we feel like looking ahead, the final few weeks of the year is a great time to take stock of your finances and consider some simple steps that may meaningfully …

The Advisory Services Team

We have assembled our Advisory Services team to help secure a positive financial future for both you and your family.

  • Dana Vosburgh, CFP®

    Managing Director, Advisory Services

  • Veronica Van Nest, JD

    Senior Wealth Management Consultant

  • Tom Lesko, JD

    Senior Wealth Management Consultant

  • Margaret Jeffries, CFP®

    Wealth Management Consultant

  • 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.