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Guide your clients to preserve family wealth

Our estate planning resources provide you with a blueprint for helping clients preserve their legacy, both for loved ones and charity.

Vanguard Perspective

Maximize estate planning strategies amid new tax legislation

Estate planning strategies for high-net-worth clients amid the approaching tax sunset.

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Vanguard Perspective

Know the importance of charitable giving in financial planning

Understand how to help clients maximize the financial benefits of a charitable giving plan, including potential tax benefits.

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Fund search

Offer clients a targeted investment approach

Make the most of today’s healthy yields by guiding clients through fixed income opportunities.

Dig into our lineup of index and active ETFs to create low-cost, diversified portfolios.

Consider our tax-efficient, customized portfolios.

Active and indexed models allow you to focus on clients.

Craft client portfolios with confidence

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Receive expert guidance

Consult our Portfolio Solutions team for personalized analysis and portfolio decision support.

Our data-driven tools give clients an edge

Portfolio analytics

Analyze and compare portfolios, Vanguard models, and the performance impact of custom variables.

Compare products

Compare up to five funds or search for a product and find similar funds.


Model portfolios

Simplify your process and customize allocation using Vanguard's diversified, low-cost portfolios.

Connect with clients in moments that matter

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Guide clients through critical decisions

Explore Vanguard resources that enhance your practice’s wealth management offer.

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Behavioral coaching

Gain a new perspective on client decision-making to offer relevant advice.

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Client resources

Explore client-approved resources to prepare for your next conversation.

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Health Care Cost Estimator

Help give your clients confidence in their plans for health care.