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.
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
Estate transfers: To trust or not to trust
Discover five trust alternatives that could save your clients money.
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
Receive expert guidance
Consult our Portfolio Solutions team for personalized analysis and portfolio decision support.
Our data-driven tools give clients an edge
Connect with clients in moments that matter
Guide clients through critical decisions
Explore Vanguard resources that enhance your practice’s wealth management offer.
Behavioral coaching
Gain a new perspective on client decision-making to offer relevant advice.
Client resources
Explore client-approved resources to prepare for your next conversation.
Health Care Cost Estimator
Help give your clients confidence in their plans for health care.