Wealth Management

$5,000,000.00

Spend time on what matters most to you here and now by enrolling in Personal Advisor Wealth Management, Vanguard’s fee-based financial planning, full-service advice offer, exclusively available to wealth clients.

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As a High Net Worth Access Wealth Management client with $5 million in High Net Worth Access funds and ETFs, you have a vision for your future—we can help you get there. We’ve spent years building and fine-tuning a comprehensive suite of services backed by your needs, industry data, and market insights—all offered at competitive price points. Whether you’re looking to optimize tax efficiency, navigate estate or trust planning, or simplify your wealth picture by consolidating assets, we can help you decide what’s right for you.

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Private equity, hedge funds, securities and trading markets.Wealth Management
$5,000,000.00