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

Wealth brings with it the responsibility to handle complex financial matters.

Being unprepared can make an already stressful situation even more difficult, so take steps now to get the information and guidance you'll need.

We can help each family member learn about the importance of wealth planning and find educational resources that can help now and in the future. Family members who understand investing principles and wealth management can use those skills to take care of themselves, help fulfill the purpose of the family's wealth, and carry on the family legacy.

Talk with your Vanguard team.

Call  866-226-2759

Mon.-Fri., 8 a.m. to 8 p.m., Eastern time

Talk with your Vanguard team.

Call 800-860-8392

Mon.-Fri., 8 a.m. to 8 p.m., Eastern time

Wealth management

We offer a variety of resources—on a range of topics—designed to help you.

Investing

Start with the basics, then decide which types of investments suit your goals and investing style.

Principles for investing success

Investing wisely shouldn't be confusing. These 4 guidelines will help you focus on the things you can control.

See Vanguard's principles for investing success

Get more from Vanguard

✓ Custom financial plan
✓ Ongoing portfolio management
✓ Investment coaching
✓ Real-time goal tracking
✓ All at a low cost

Reach your goals with advice from Vanguard

Vanguard Family Legacy Services

We're here to help. Talk with your Vanguard team.

Call  866-226-2759

Mon.-Fri., 8 a.m. to 8 p.m., Eastern time

Log in to view your account or schedule time to talk with your relationship team

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Vanguard Family Legacy Services

We're here to help. Talk with your Vanguard team.

Call 800-860-8392

Mon.-Fri., 8 a.m. to 8 p.m., Eastern time

Log in to view your account or schedule time to talk with your relationship team

Log in

Vanguard funds not held in a brokerage account are held by The Vanguard Group, Inc., and are not protected by SIPC. Brokerage assets are held by Vanguard Brokerage Services, a division of Vanguard Marketing Corporation, member FINRA and SIPC.

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.