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You're building wealth to last for generations. We're here to help.
True wealth is about more than money. It's about values, relationships, and possibility.
As a Vanguard Wealth Management client with $5 million in Vanguard funds and ETFs, you have a vision for your future—we can help you get there.
Trusted and transparent investing philosophy
When you partner with Vanguard, you’re investing with a financial firm with a long-standing, time-tested investment philosophy.
World-class experience
We’re committed to helping achieve investors’ desired outcomes with a comprehensive suite of services that offers both enhanced digital capabilities and a one-on-one relationship with a wealth partner.
Dedicated wealth partner & team support
You’re paired with a Vanguard wealth partner who’s focused on helping you achieve your vision. You’ll also have a wealth team providing guidance and insights based on your unique wealth picture and life events.
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Wealth management services designed to benefit you
As a world-class wealth manager, we've spent years building and fine-tuning a comprehensive suite of services backed by your needs, industry data, and market insights—all offered at competitive price points. Whether you're looking to optimize tax efficiency, navigate estate or trust planning, or simplify your wealth picture by consolidating assets, we can help you decide what's right for you.
Get advice
Spend time on what matters most to you here and now by enrolling in Personal Advisor Wealth Management, Vanguard's fee-based financial planning, full-service advice offer, exclusively available to wealth clients. Includes holistic financial planning, investment advisory services, wealth and estate planning, tax-efficiency strategies, rebalancing, and more—all conveniently provided for you by a Certified Financial Planner™ (CFP®) professional.
Build an estate plan
Vanguard will be there to help ease the stress of navigating wealth conversations with your family and loved ones, supporting you in establishing and maintaining a plan to pass on your wealth to people and causes you care about, including discussing your legacy goals and their impact. Options may include family legacy and estate planning, trust services, and charitable planning.
Help grow & preserve wealth
With a team of specialists who share your vision, you can confidently make financial plans to help maximize outcomes for your wealth, whether you're seeking to preserve your wealth for generations to come, optimize for tax efficiency, or maximize your return potential. Options may include access to Vanguard's low-cost, high-performing mutual funds and ETFs, private equity, fully paid lending, tax-loss harvesting services, and more.
Access cash & liquidity solutions
Using cash with guidance can provide the perspective you need to make impactful financial decisions. Whether you need access to your money to support your spending, investment, and philanthropic activities, or want to generate additional income, you have options built to suit your needs. Options may include savings account alternatives, margin loans, and more.
Get advice
Spend time on what matters most to you here and now by enrolling in Personal Advisor Wealth Management, Vanguard's fee-based financial planning, full-service advice offer, exclusively available to wealth clients. Includes holistic financial planning, investment advisory services, wealth and estate planning, tax-efficiency strategies, rebalancing, and more—all conveniently provided for you by a Certified Financial Planner™ (CFP®) professional.
Build an estate plan
Vanguard will be there to help ease the stress of navigating wealth conversations with your family and loved ones, supporting you in establishing and maintaining a plan to pass on your wealth to people and causes you care about, including discussing your legacy goals and their impact. Options may include family legacy and estate planning, trust services, and charitable planning.
Help grow & preserve wealth
With a team of specialists who share your vision, you can confidently make financial plans to help maximize outcomes for your wealth, whether you're seeking to preserve your wealth for generations to come, optimize for tax efficiency, or maximize your return potential. Options may include access to Vanguard's low-cost, high-performing mutual funds and ETFs, private equity, fully paid lending, tax-loss harvesting services, and more.
Access cash & liquidity solutions
Using cash with guidance can provide the perspective you need to make impactful financial decisions. Whether you need access to your money to support your spending, investment, and philanthropic activities, or want to generate additional income, you have options built to suit your needs. Options may include savings account alternatives, margin loans, and more.
True partnership is founded on shared goals. Let's see how far we can go, together.
For more information about Vanguard funds or Vanguard ETFs, visit vanguard.com to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
Vanguard ETF Shares are not redeemable with the issuing Fund other than in very large aggregations worth millions of dollars. Instead, investors must buy and sell Vanguard ETF Shares in the secondary market and hold those shares in a brokerage account. In doing so, the investor may incur brokerage commissions and may pay more than net asset value when buying and receive less than net asset value when selling.
All investing is subject to risk, including the possible loss of the money you invest.
Private investments involve a high degree of risk and, therefore, should be undertaken only by prospective investors capable of evaluating and bearing the risks such an investment represents. Investors in private equity generally must meet certain minimum financial qualifications that may make it unsuitable for specific market participants.
Tax-loss harvesting involves certain risks, including, among others, the risk that the new investment could have higher costs than the original investment and could introduce portfolio tracking error into your accounts. There may also be unintended tax implications. We recommend that you carefully review the terms of the consent and consult a tax advisor before taking action.
Vanguard's advice services are provided by Vanguard Advisers, Inc. ("VAI"), a registered investment advisor, or by Vanguard National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Vanguard Group, Inc., and affiliates of Vanguard Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Participation in Vanguard Brokerage's Fully Paid Lending program requires eligibility, client-determined appropriateness, and enrollment. Participation involves certain risks and doesn't guarantee that you'll earn money. Vanguard Brokerage maintains an economic interest in Fully Paid Lending program loans and earns revenue in connection with such loans.
Margin trading poses inherent risks to investors electing to engage in leveraged strategies. Prior to engaging in any borrowing activity, it is important to fully understand the capital risks associated with this product. You can learn more by reviewing the Vanguard Brokerage Initial Margin Risk Disclosure Statement. Vanguard Brokerage does not provide advice. Please consult a tax advisor when determining the tax implications of transacting in your account or the deductibility of loan interest.