Wealth management

Simplify wealth's complexities

Your wealth isn't just about money—it's about your family's future. We understand that with higher wealth comes higher complexity and more sensitive, critical needs that require an extra level of support. That's where we can add value.

Comprehensive. Sophisticated. Attentive.

Holistic, exclusive services tailored to your distinct needs.

Our specialized services for ultra-high-net-worth investors like you can help preserve your legacy. We can be your guide to all of your wealth management needs, including helping you meet your financial, investment, family, and estate planning goals. You'll benefit from our client-first approach, which provides stability, transparency, a long-term perspective, low costs, and rigorous risk management.

There's a lot depending on the protection of your assets. We're here to help.

New to Vanguard?

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

Already a client?

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

Your wealth management concierge

To ensure you get the right level of personal attention, we'll connect you with one individual who's dedicated to your needs—your relationship manager (RM). Think of your RM as an investing concierge who will guide you through our exclusive wealth management services. 

  • Learn about your family’s needs and financial goals.
  • Partner with you and your family as you navigate your wealth  management journey.
  • Provide you with tools and techniques to help maintain and grow your wealth.
  • Apply their expertise to rapidly address your complex service needs.
  • Research issues and offer a menu of options and services.
  • Act with integrity, honesty, and transparency.

If you're seeking wealth management advice from a Certified Financial Planner™ (CFP®) professional, consider Vanguard Personal Advisor Services®.

The power of holistic planning: Hear from our experts

Having great investments isn't the only aspect of achieving great wealth. Hear directly from Vanguard thought leaders about other important considerations to protect and sustain your wealth in one of our recent webcasts.

Please note: you will be required to register with name and email in order for this on demand webcast to begin.

Expand your wealth management team

Vanguard Personal Advisor Services provides a team of professionals to advise on wealth management topics at a competitive cost. Talk to us about which of these services are available to you.

Wealth & estate planning

We can discuss estate tax strategies, help you develop an estate plan, and consult with you on wealth transfer techniques.

Personal trust services

Whether you already have a trust or are considering one, we can serve as a professional trustee on your behalf.

Tax planning

Our tax specialists can help you explore tax-efficient funds, optimize withdrawals, and uncover other methods to reduce tax costs.

Family legacy planning

Preparing your family for the responsibility of inheriting your wealth.

Philanthropic giving

Specialists at Vanguard Charitable Endowment Program will work with you to find the best ways to optimize your giving.

Vanguard Personal Advisor Services

A partner dedicated to supporting your needs and preserving your legacy

Call 800-452-6941

Already a client?

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

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

Vanguard Personal Advisor Services is provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.

Vanguard Personal Advisor Services charges a 0.30% annual advisory fee. Note that this fee doesn't include investment expense ratios, but we generally recommend using low-cost Vanguard funds to build your portfolio. For more information on the services, see Form CRS and the Vanguard Personal Advisor Services Brochure