Search
Filter by type
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.
2022 Tax & Wealth Planning Guide
With so much constantly changing, it can be difficult to keep track of rates, deadlines, and other rules, and determine how everything will apply to you. This new, comprehensive resource has everything you need to know for the 2022 tax year.
Financial Planning Blog
Sign up to learn more about a variety of family wealth management topics.
-
September 28, 2022
Protecting You from Yourself
In investing, there’s no limit to how high a stock can go. Worst case, a stock can go off the board (i.e., to zero), and you’ll lose what you put in. But best case, a stock can go up 2x, 5x, 10x or more, delivering massive gains to the long-term investor. This wide range of outcomes is the … -
September 27, 2022
Four Policies Every Organization Needs for an Endowment
What goes into managing and growing a successful endowment? There are many important elements such as a committed board and staff members, knowledgeable and stable leadership, and strong financials and reputation. Having reliable policies is also a necessity. These documents not only form the … -
September 22, 2022
Understanding Medicare and Open Enrollment
The annual Medicare Open Enrollment period starts on October 15th and runs until December 7th. During this period, individuals already enrolled in Medicare Part A & B (see below to understand the different parts of Medicare) via original Medicare or a Medicare Advantage (Part C) plan can: … -
September 22, 2022
From the Desk of our Fixed Income Director
Marc Bushallow, CFA Managing Director, Fixed Income In his capacity as Managing Director of Fixed Income, Marc and his team manage the implementation of our Fixed Income processes and frameworks for both multi-asset and fixed income specific strategies. In addition, Marc is a member of …
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
-
Thomas Stedman, 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.