Wealth Management

Minimize the complexities of your wealth and investing approach

Protecting your wealth isn’t just about money—it’s about preserving and owning your family’s unique legacy. We understand that with greater wealth comes more complex, sensitive, and critical needs that require an extra level of support.

Contact us to discuss your individual investment needs

New to Vanguard?
Call 800-452-6941

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

Already a client?
Call 800-562-1367

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

We value transparency

At Vanguard, you’re more than just an investor, you’re an owner*. That means you get honest, unbiased help with no commissions, high fees, or sales quotas.

Your investment team

As an investor with $5 million or more, your financial decisions are critical. At Vanguard, you choose how much assistance you need. Whether it's guidance from your relationship manager, your financial advisor (a Certified Financial Planner™ (CFP®) professional), or any member of our team of financial experts, you'll have some of the finest professionals in the industry at your disposal, making your interests and needs a top priority.

Here’s how we can work together

Self-Directed Investor

Vanguard's self-directed investor option puts you in the driver's seat, allowing you to manage your own portfolio, while connecting you with a relationship manager to ensure you receive the right level of personalized attention. In addition to your dedicated relationship manager, you'll enjoy other benefits, including:

  • Free stock + ETF trades via phone + 100 free options/fixed income trades.
  • Charitable giving through The Vanguard Charitable Endowment Program.
  • Access to client events.
  • No charge for wire transfers.
  • Access to Institutional Share class ($5 investment min. in select funds).
  • Tools and techniques to help maintain and grow your wealth. 

Wealth Management Investor

At a fraction of the cost of our competitors, Vanguard’s Wealth Management option is a highly personalized advisory service for individuals and families spanning across various life stages—including accumulating, preserving, drawing down wealth, and planning the transference of wealth. In addition to the benefits offered with our Self-Directed option, you get to enjoy the following benefits as well:

  • Dedicated Financial Advisor and Team of Wealth Management experts.
  • Behavioral coaching.
  • Scheduled consultations & client events.
  • Income and tax planning services to create comprehensive strategies.
  • High-quality investment products that include both Vanguard and non-Vanguard offerings.
  • Financial planning services for family legacy, charitable giving, and other financial goals. 
  • Estate Planning services, including analysis and tax strategies.
  • Personal trust services including investment management and Trust administration.

New to Vanguard?
Call 800-452-6941

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

Already a client?
Call 800-562-1367

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

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 putting investors first. 

Low cost leader

  • Legacy as a low-cost leader, delivering consistent, transparent costs across the board.
  • Our annual advisory fees are among the lowest in the industry.

 

Education and thought leadership

  • In-depth analysis of investing and the economy from Vanguard experts.
  • In-depth research from white papers to webcasts.
  • Our proven history of advocacy for clients.
  • A strong reputation as a trusted partner who communicates candidly about risk.

Quality client service

  • Quality client service from professional employees with high standards of excellence.
  • Shared values and our unique investor-owned structure means you can be confident your interests come first.*

For more information about Vanguard funds, visit vanguard.com or call 800-523-1036 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.

*Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard.

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

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.

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.

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.

Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.