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.

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.

Get your copy today

Financial Planning Blog

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

  • February 03, 2023

    How to Create an Estate Plan

    There are two main reasons why people delay or altogether avoid estate planning: It forces you to confront your own mortality, which most people find uncomfortable as you’re forced to think about death, especially one’s own. It requires you to make difficult decisions that may impact the …
  • February 01, 2023

    Non-Parent 529 Plans are About to Become Even Better

    Key Takeaways Beginning in 2023, changes to FAFSA rules will create opportunities for extended family members to lend a hand with college costs without harming financial aid. Gifts or 529 Plan distributions from non-parent accounts were previously considered income to the student, but with …
  • February 01, 2023

    February Perspective

    A Green January 2023 started off strong with all US stock indexes finishing the month in the green, a welcomed sight for investors. The S&P 500 added 6.2% in January, while the Nasdaq Composite finished the month gaining 11% – marking its best start to the year since 2001. Optimism stems from a …
  • January 30, 2023

    5 Things to Know About Recessions

    Is a recession coming? A question that is top of mind for investors, businesses, and everyone in between. In our Annual Outlook, we shared our view that growth will continue to slow, and a recession is the most likely outcome. If a recession does materialize, we expect downward pressure on …

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.