It’s about more than investments

A great investment strategy is just one piece of financial wellness. Our team of seasoned professionals will take stock of your total financial picture to give you the peace of mind you deserve.

An all-in-one approach to your money

Our approach to wealth management starts with getting to know you and your financial goals. Success demands more than portfolio performance, which is why we integrate investments alongside trust services, tax guidance, retirement planning, and more depending on your unique situation.

Wealth
Planning

Your wealth plan is your blueprint for success. We will create your action plan, continuously review your progress, and make recommendations based on any important changes in your life.

Investment
Management

Markets change, and your portfolio needs to evolve with them. Our investment research teams will balance your risk tolerance and financial needs to build the right portfolio for you, all while proactively keeping an eye on market conditions along the way.

Retirement
Planning

After a lifetime of saving for retirement, the idea of drawing on those savings can be overwhelming. We are here to provide insight and guidance as you consider what this next step might look like for you.

Trust & Fiduciary
Services

We help you to safeguard your assets, making sure they are responsibly managed for generations to come. And because we strive for a wealth management experience that is as seamless as possible, our custody services are all in-house.

Business
Planning

We work with owners of businesses of all kinds, from single-digit employee small businesses to mid-market organizations, to lay your groundwork for financial success.

Endowments
& Foundations

Non-profit leaders and board members are often wearing many hats as they carry out their mission. That’s why we support them with resources for enhanced fundraising, spending policies, board & staff education, and more.

Tax & Insurance
Guidance

Tax rules are always shifting and notoriously complex. We will help you understand the nuances of federal, state, and local tax law, and can provide advice and strategies that fit within your overall financial plan.

Charitable
Giving

Use your money to do good and earn tax benefits along the way. We have a dedicated team focused on understanding what’s important to you and how you can make the biggest impact in your community.

A team dedicated to you

You have a whole team at your disposal, with different professionals focused on different parts of your financial well-being. They will listen and develop a plan tailored to you.

A partner you can count on

With so much riding on your financial decisions, you need a partner you can trust - an ally who walks you through complexities and eases your worries.

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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Our team would be happy to answer any questions you may have. If you would like to connect, simply contact us or schedule a call.

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