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Building your future, together

Making the complex simple, so you have more time for what matters most to you.

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We do it all, so you don’t have to.

We consider your entire financial picture – from taxes, to retirement planning, estate planning, and more – alongside your investments to build you a personalized plan.

Our clients are surrounded by a team of financial advisors, investment professionals, tax and estate planning experts, and dedicated service team members to ensure all aspects of your plan are on track. We’ll provide you with guidance and advice – and take care of all the details – so you can focus on what matters most to you.

Wealth management designed just for you

Your financial goals are unique – and as your trusted advisor, we’re dedicated to providing a sophisticated, personalized experience that grows with you. We offer a full suite of wealth management services to help you meet your goals.

Wealth Planning

Your finances are personal, and we treat your financial plan as such. From planning for retirement and saving on taxes, to managing your investment portfolio and navigating executive compensation plans, and more – we simplify the complexity that comes with financial planning.

As your trusted advisor, we can help:

  • Develop a comprehensive financial plan that is centered around your personal goals
  • Provide ongoing advice and recommendations to ensure you stay on track, especially when life takes unexpected turns
  • Proactively monitor the markets and your portfolio, and suggest adjustments as needed

Investment Management

There is no one-size-fits-all approach to investing – allocating the assets in your portfolio is unique to your financial situation, goals, and risk tolerance so you’ll always receive advice specific to your needs and access to specialized investment strategies.

Learn more about our investment approach

Retirement Planning

After a lifetime of working and saving, planning for retirement comes with many financial and emotional considerations. We can help ensure you're able to retire when you want and maintain financial freedom, while also evaluating tax, estate, and investment strategies to keep your wealth working – even when you’re not.

We can help with:

  • Maximizing your highest-earning years pre-retirement
  • Planning for healthcare costs
  • Income replacement
  • Determining when to take Social Security
  • And more

Estate Planning & Trust Services

You have worked hard to provide for yourself and your family. A plan for protecting your wealth, securing your legacy, and providing for your loved ones is a key part of your wealth plan – and we’ll help you build it.

We can help with:

  • Creating your will
  • Serving as Corporate Trustee
  • Trust administration
  • Power of attorney
  • Healthcare proxies
  • Charitable gifting and legacy planning
  • Generational wealth transfer, management, and education
  • And more

Tax Strategy

The less you pay in taxes, the more you can save for what matters most to you. We will help you understand the intricacies of taxes impacting your plan, and can provide tax management strategies to help reduce your tax burden.

We can help with:

  • Optimizing your plan to minimize taxes owed
  • Maximizing deferred compensation & RSUs
  • Reviewing your tax return to identify credits and other strategies to take advantage of specific to your situation

Business Planning and Strategy

We can help by offering guidance on valuations, structure, succession and exit planning, tax management, and how your business decisions influence your personal financial life.

Wealth Planning

Wealth Planning

Your finances are personal, and we treat your financial plan as such. From planning for retirement and saving on taxes, to managing your investment portfolio and navigating executive compensation plans, and more – we simplify the complexity that comes with financial planning.

As your trusted advisor, we can help:

  • Develop a comprehensive financial plan that is centered around your personal goals
  • Provide ongoing advice and recommendations to ensure you stay on track, especially when life takes unexpected turns
  • Proactively monitor the markets and your portfolio, and suggest adjustments as needed

Investment Management

Investment Management

There is no one-size-fits-all approach to investing – allocating the assets in your portfolio is unique to your financial situation, goals, and risk tolerance so you’ll always receive advice specific to your needs and access to specialized investment strategies.

Learn more about our investment approach

Retirement Planning

Retirement Planning

After a lifetime of working and saving, planning for retirement comes with many financial and emotional considerations. We can help ensure you're able to retire when you want and maintain financial freedom, while also evaluating tax, estate, and investment strategies to keep your wealth working – even when you’re not.

We can help with:

  • Maximizing your highest-earning years pre-retirement
  • Planning for healthcare costs
  • Income replacement
  • Determining when to take Social Security
  • And more

Estate Planning & Trust Services

Estate Planning & Trust Services

You have worked hard to provide for yourself and your family. A plan for protecting your wealth, securing your legacy, and providing for your loved ones is a key part of your wealth plan – and we’ll help you build it.

We can help with:

  • Creating your will
  • Serving as Corporate Trustee
  • Trust administration
  • Power of attorney
  • Healthcare proxies
  • Charitable gifting and legacy planning
  • Generational wealth transfer, management, and education
  • And more

Tax Strategy

Tax Strategy

The less you pay in taxes, the more you can save for what matters most to you. We will help you understand the intricacies of taxes impacting your plan, and can provide tax management strategies to help reduce your tax burden.

We can help with:

  • Optimizing your plan to minimize taxes owed
  • Maximizing deferred compensation & RSUs
  • Reviewing your tax return to identify credits and other strategies to take advantage of specific to your situation

Business Planning and Strategy

Business Planning and Strategy

We can help by offering guidance on valuations, structure, succession and exit planning, tax management, and how your business decisions influence your personal financial life.

A financial plan built around you

Your plan starts with your goals, which is why the first thing we do is listen.

We’ll get to know you, your family, and your goals now and in the future to ensure the plan we create can support all of your wishes.

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What to expect in your first meeting with us

Together we will...
  • Review your current financial situation, including current investments
  • Learn more about your goals
  • Answer any questions you have around financial planning and wealth management
  • Share more about our approach, our team, and the ways we can help
Common Questions

Knowing where to start can be the hardest part.

Here’s what you can do to prepare for your consultation:

  • Gather statements for any existing accounts or investments like your 401k, investment accounts, mortgage, etc.

  • Think about what your goals are – what do you want your retirement to look like? Are you looking to make your investments more tax-efficient? Provide for the next generation?
    If you’re unsure, that’s okay, too. We can talk through your aspirations together.

  • Are there life events you’re planning for? E.g., children or grandchildren’s college education(s) or wedding(s), a second home

  • Do you have any concerns with your current financial situation?

To provide you peace of mind, we continuously review your progress.

We'll create action plans and provide recommendations based on any important changes in your life. From regular reviews to stress testing your plan so you understand how your plan will hold up against a range of potential market environments and outcomes, over time and as things change, you can count on us to proactively monitor your progress.

And, since you’ll have a team of professionals dedicated to you and your plan, you’ll always be able to get in touch with someone if you have a question or need extra support.

Chances are, no matter how much you have, you could benefit from some level of financial advice. We have clients in every stage of life, and investment options that start with a minimum investment of just $2,000. 

Simply put, a fiduciary is obligated to act in your best interest. When you’re looking for an advisor, it’s recommended to select a fiduciary. After all, would you want to work with someone who wasn’t obligated to act in your best interest?

And yes, Manning & Napier is proud to be a fiduciary. That said, we don’t need a fancy title to know that the right thing to do is whatever is best for our clients. You deserve a partner who is transparent, advocates for you, and is always on your side, and you can count on Manning & Napier for all of that and more.

The benefits of working with a professional

No matter how much money you have or how financially smart you are, we strongly believe everyone can benefit from some level of professional advice. An objective professional can bring you peace of mind that your money is protected and can help you identify new strategies and opportunities to grow your wealth.

After all, financial success can mean the difference between making all of your financial dreams a reality or coming up short of your goals. With so much riding on your financial decisions, you deserve a partner you can count on.

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Comprehensive planning

We consider your entire financial picture – from taxes, to retirement planning, estate planning, and more, alongside your investments to build you a comprehensive plan.

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Ongoing advice

You’ll get ongoing investment advice, monitoring of your portfolio, and peace of mind knowing you’re on track to meet your goals.

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Personalized support

You’ll enjoy personalized, one‑on‑one service. Your money and your future is personal, and your experience should be too.

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Financial planning at your fingertips

Transform the way you approach your finances with our free financial planning app. Filled with a variety of tools, calculators, and educational modules, this powerful, interactive tool puts you in control of your financial future.

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Checklist

Ultimate Guide to Financial Wellbeing

This free tool covers all the components you should consider in your financial plan.
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Cheat Sheet

Planning for Retirement

Get tips and to-dos to help you begin planning and ensure you’re on track to live the retirement you've been dreaming of.

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Checklist

How to Prepare to Create a Trust

Creating a trust can seem overwhelming, but our simple checklist will break down the process for you.

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Get started today

Schedule a complimentary, no‑obligation consultation with a Manning & Napier financial advisor to get started on your personalized path to financial success.