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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.
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.
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.
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.
We use our signature active investment management style to monitor and adjust your investment accounts to align with the market environment and your goals.
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.
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.
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.
We will explore and provide recommendations on insurance and legal means to help guard against major losses due to health, death, or litigation.
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.
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.
Access our comprehensive collection of investment insights, which are available to help you learn more about a variety of topics.
April 05, 2021
March 23, 2021
March 11, 2021
February 23, 2021
Sign up to learn more about a variety of family wealth management topics.
We have assembled our Advisory Services team to help secure a positive financial future for both you and your family.
Managing Director, Advisory Services
Senior Wealth Management Consultant
Senior Wealth Management Consultant
Wealth Management Consultant
Associate Wealth Management Consultant
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.
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