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Strategies to help grow and preserve wealth

Asset growth and wealth preservation strategies are key to building a lasting legacy.


Personal investors

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Explore how Vanguard Wealth Management can help you go further

800-814-6203

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

Our approach to asset growth and wealth preservation is evolving with you.

Vanguard Wealth Management is a premier destination to help grow and preserve generational wealth.​ From private equity and fully paid lending to tax-exempt and active funds, we offer a full line-up of investment products, services, and tax-efficient strategies to match your goals.

 

Sophisticated strategies for motivated investors

Ambitious goals call for unique investment products to help you get there. Discover opportunities to help diversify your portfolio and maximize growth potential

Private equity

Invest in private equity for better diversification, higher returns, and access to our world-class funds and managers.

Fully Paid Lending

Earn additional income on your portfolio by participating in the securities lending market.

You’re on the lookout for the best investment products, and we are too.

88%

of Vanguard ETFs and mutual funds combined outperformed their peer-group averages.1

89%

of our actively managed funds performed better than their peer-group averages.2

ETFs and mutual funds

Vanguard is an industry leader offering more than 350 mutual funds and ETFs that have shown consistent long-term returns1 and lower than average expense ratios.3

View ETFs

View mutual funds

Actively managed funds

Actively managed funds can diversify and add value to your portfolio because they offer an opportunity for outperformance. Over the past 10 years, 89% of our actively managed funds performed better than their peer-group averages.2

View actively managed funds

Tax-exempt funds

Preserving assets is just as important as growing them. Our tax-exempt funds are a great way to invest in high-quality bonds that may generate tax-exempt income.

View tax-exempt funds

Discuss tax strategies to help wealth last for generations.

Vanguard’s long-term investment philosophy enables investors to grow and preserve wealth. As a client of our fully advised offer, your team will help you craft tax-efficient investment portfolios, take advantage of tax-loss harvesting opportunities, and consider tax planning strategies such as backdoor Roth IRAs. 

Additional resources and education

Backdoor Roth IRA What it is and how to set it up
If you are a high-income earner, a Backdoor Roth IRA may be a good retirement investment option for you. Learn what it is and how to set up this type of retirement plan.
A framework for considering cash in your portfolio
Our framework for cash investing takes into account risk tolerance, investment horizon, and funding levels.

Asset growth and wealth preservation are the first step. Take the next step and enrich your legacy with estate planning.

1For the 10-year period ended September 30, 2024, 6 of 6 Vanguard money market funds, 82 of 98 Vanguard bond funds, 21 of 23 Vanguard balanced funds, and 168 of 189 Vanguard stock funds—for a total of 277 of 316 Vanguard funds—outperformed their Lipper peer-group averages. Results will vary for other time periods. Only mutual funds and ETFs (exchange-traded funds) with a minimum 10-year history were included in the comparison. Source: LSEG Lipper. The competitive performance data shown represent past performance, which is not a guarantee of future results. View fund performance.

2For the 10-year period ended September 30, 2024, 6 of 6 Vanguard money market funds, 42 of 44 Vanguard bond funds, 5 of 5 Vanguard balanced funds, and 31 of 39 Vanguard stock funds―for a total of 84 of 94 Vanguard funds―outperformed their Lipper peer-group averages. Results will vary for other time periods. Only actively managed funds with a minimum 10-year history were included in the comparison. Source: Lipper, a Thomson Reuters Company. The competitive performance data shown represent past performance, which is not a guarantee of future results. View fund performance

3Vanguard average ETF and mutual fund expense ratio: 0.08%. Industry average ETF and mutual fund expense ratio: 0.44%. All averages are asset-weighted. Industry average excludes Vanguard. Sources: Vanguard and Morningstar, Inc., as of December 31, 2023.

For more information about Vanguard funds, 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.


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

Vanguard is owned by its funds, which are owned by Vanguard's fund shareholder clients. Our retail direct investment advisory strategies, in turn, are built on core investments in the Vanguard funds.

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.

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.

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.