Wealth Management

Minimize investing’s complexities

With great wealth comes more complex, sensitive, and critical needs; we get it. Vanguard provides a personalized level of support; let’s figure what works for you.

Contact us to discuss your individual investment needs

Already a client?
Call 855-850-6974

Monday through Friday, 8 a.m. to 8 p.m., Eastern time

Here’s how we can work together

An informed investor makes better investment decisions. It’s important to understand the level of support you require and how much you want on your financial journey.

Self-directed (Relationship Manager-assisted)

Vanguard's self-directed option puts you in the driver's seat, allowing you to manage your own portfolio. You'll have a relationship manager whenever you need personalized guidance, and you'll also enjoy other benefits, including:

  • Family Legacy Services.

  • Family Office Services.

  • Lower Brokerage commissions and commission-free ETF and stock trades placed online or over the phone.*

  • Charitable giving through The Vanguard Charitable Endowment Program.

  • Access to client events.

  • No charge for wire transfers.

  • Access to Institutional Share class ($5M investment min. in select funds).

  • Tools and techniques to help maintain and grow your wealth.

Personal advisor wealth management investor (plus a dedicated advisor)

At a fraction of the cost of our competitors, Vanguard Personal Advisor Wealth Management™ provides a dedicated advisor that offers highly personalized advice for individuals and families in all life stages—whether you’re accumulating wealth, preserving it, or planning to transfer it to your loved ones.

In addition to the benefits offered with our self-directed option, you'll also enjoy the following:

  • A dedicated financial advisor and a team of wealth management experts.

  • Behavioral coaching.

  • Scheduled consultations and client events.

  • Income and tax planning strategies.

  • High-quality investment products, including both Vanguard and non-Vanguard offerings.

  • Financial planning services for family legacy planning, charitable giving, and other financial goals.

  • Estate planning services, including analysis and tax strategies.

  • Personal trust services, including investment management and trust administration.

Learn more about Personal Advisor Wealth Management

Your investment team

As an investor with $5 million or more, your financial decisions are critical. At Vanguard, you can choose how much assistance you receive. Whether it's guidance from your relationship manager, your financial advisor (a Certified Financial Planner™ (CFP®) professional), or any member of your team of financial experts, you have access to support from some of the finest professionals in the industry.

Whether you prefer managing your own portfolio with the help of a Relationship Manager as needed or you prefer the more hands-on approach of our Personal Advisor Wealth Management service with a dedicated advisor; the choice is yours.

Our quality client service always puts you first

You'll receive personalized client service from specialists who focus on helping you build the life you've dreamed of for yourself and your loved ones.

Shared values and quality client service from professional employees with high standards of excellence.

Explore our knowledge center

Understanding investing principles and wealth management can help preserve your legacy and benefit your family for generations.

What makes Vanguard different?

Our steadfast philosophy encourages consistent, long-term investing practices, a robust breadth of products for all your investing needs, and a record of strong historical performance. At Vanguard, our investors are our owners**. That means you're in the driver's seat.

Vanguard is different by design. We’re owned by the people who own our funds**. This means you'll get honest, unbiased help because we don't have to meet any sales quotas.

When expenses are minimized, you increase the amount of money you get to keep from your investments. These savings can accumulate significantly, especially over an extended period of time.

We provide in-depth research and resources—including white papers and webcasts from Vanguard experts—on topics that matter to you most.  

Contact us to discuss your investment needs

New to Vanguard?
Call 800-814-6203

Monday through Friday, 8 a.m. to 8 p.m., Eastern time

Already a client?
Call 855-850-6974

Monday through Friday, 8 a.m. to 8 p.m., Eastern time

For more information about Vanguard funds, visit vanguard.com or call 855-433-3812 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information about a fund are contained in the prospectus; read and consider it carefully before investing.

You must buy and sell Vanguard ETF Shares through Vanguard Brokerage Services (we offer them commission-free) or through another broker (which may charge commissions). See the Vanguard Brokerage Services commission and fee schedules for limits. Vanguard ETF Shares are not redeemable directly with the issuing fund other than in very large aggregations worth millions of dollars. ETFs are subject to market volatility. When buying or selling an ETF, you will pay or receive the current market price, which may be more or less than net asset value.

*Commission-free trading of Vanguard ETFs applies to trades placed both online and by phone. Commission-free trading of non-Vanguard ETFs excludes leveraged and inverse ETFs and applies only to trades placed online; most clients will pay a commission to buy or sell non-Vanguard ETFs by phone. Commission-free trading of non-Vanguard ETFs also excludes 401(k) participants using the Self-Directed Brokerage Option; see your plan’s current commission schedule. Vanguard Brokerage reserves the right to change the non-Vanguard ETFs included in these offers at any time. All ETFs are subject to management fees and expenses; refer to each ETF's prospectus for more information. Account service fees may also apply. All ETF sales are subject to a securities transaction fee. See the Vanguard Brokerage Services commission and fee schedules for full details.

**Vanguard is owned by its funds, which are owned by Vanguard's fund shareholder clients. Benefits of ownership derive from Vanguard’s unique structure as well as ownership of fund shares.

All investing is subject to risk, including the possible loss of the money you invest.

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.

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.