Working together is always better

We do it all so you don’t have to. Our wealth management offering looks at all aspects of your financial health, so you can relax and know that your money is taken care of.

We’re with you from start to finish

The insight you need

It can be tough to know when to stay the course and when to pivot. Our experts spend their days determining the answers to these questions, so you can stay levelheaded knowing you have 50+ years of investment experience on your side.

A proactive investment team

In today’s quickly-changing world, it’s key to stay ahead of the curve with your investments. That’s why our large and experienced research team uses our proprietary, time-tested approach to find opportunity and manage risk for your portfolio.

Answering retirement’s big questions

Have I saved enough to retire? How much will I spend in retirement? What about medical costs? These are just a few examples of questions we hear everyday, and we are here to guide you through the financial and emotional implications of retirement.

Managing life’s certainties… and surprises

Tax and estate planning are key parts of a fully fleshed out financial plan, and we help with both. We also offer trust services so you have full control over your hard-earned assets.

Meeting you wherever life takes you

With regional service teams throughout the US, we’re prepared to meet you wherever you are – physically and financially.

Make your dreams your reality

Planning, investments, advice: the three keys of wealth management that turn your financial goals into your reality.

Ready to take the first step?

You’re one click away from a better financial future. Request a complimentary consultation today, and we’ll get to work creating a financial plan that’s custom-tailored to you.

Insights & Resources

Manning & Napier Personal Trust Services provided by Exeter Trust Company (ETC), a New Hampshire charted trust company and affiliate of Manning & Napier Advisors, LLC. Fiduciary trust and custody services are available through Exeter Trust Company.

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