» » »

Wealth Management Akron OH

High net worth individuals and organizations can opt to employ a wealth manager to handle their financial issues, including things like estate planning, taxes, investment management and more. Wealth management services are provided by corporations, financial advisors and multi-licensed portfolio managers. They use wealth management strategies to help their clients grow their wealth and assets as well as to navigate tax law. Wealth managers oversee all the financial affairs of their clients, which can be extremely helpful for those with numerous and diverse financial holdings.

Mario Giganti
Cornerstone Capital Advisors
(330) 896-6250
1507 Boettler Road, Suite G
Uniontown, OH
Expertises
Charitable Giving - Trusts & Foundations, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, AIFA, CFP®, CPA

Mr. Michael A Chisnell Jr., CFP®
(330) 255-2131
121 S Main St Ste 300
Akron, OH
Firm
Sequoia Financial Group, LLC.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Annelise W. Mccauley, CFP®
(330) 375-9480
121 S Main Street Ste 300
Akron, OH
Firm
Sequoia Financial Group

Data Provided by:
Mr. Charles M Grimm, CFP®
(330) 258-4023
219 S. Main Street
Akron, OH
Firm
KeyPrivate Bank
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided by:
Mr. Ted T. Sadar, CFP®
(330) 564-0505
520 S Main St
Akron, OH
Firm
Sadar Financial
Areas of Specialization
Asset Allocation
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Business Executives

Data Provided by:
Harlan Storey
Storey & Associates
(330) 526-8944
1360 South Main Street
North Canton, OH
Expertises
Charitable Giving - Trusts & Foundations, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, JD

David J. Massare Jr., CFP®
(330) 255-4335
121 S. Main Street
Akron, OH
Firm
Sequoia Financial Group

Data Provided by:
Mr. Gerald P. Knotek, CFP®
(330) 375-9480
121 S. Main Street
Akron, OH
Firm
Sequoia Financial Advisors, LL
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Andrew J. Danylchak, CFP®
(330) 375-8894
1 Cascade Plz Fl 5
Akron, OH
Firm
PNC Bank
Areas of Specialization
Asset Allocation, Investment Management, Retirement Planning

Data Provided by:
Mr. Jesse W. Hurst Ii, CFP®
(330) 374-1616
520 S Main St
Akron, OH
Firm
Millennial Group
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided by:
Data Provided by:

Wealth Management

By: Jonas Zamora
Jonas Zamora is a Certified Financial PlannerTM professional. You may contact him at jzamora@zacks.com

Benefits of Estate Planning

Have you ever been advised that you should have an estate plan? You hear the advice and, like most folks, don’t have a clear idea of why you should have one. I read an article by financial planner Elaine Floyd, which outlines the reasons why you should have an estate plan.

Let’s start with the benefits. An estate plan allows you to:

1. Direct the distribution of your wealth at death. An estate plan allows you to name the people, or charities, that will receive your assets. Otherwise, the courts will decide for you based on the laws of succession in your state.
2. Save on estate taxes. The estate tax still exists at least until 2009. In 2010 it will be repealed but may come back in 2011. This year, assets that total up to $2 million are exempt from federal estate taxes. The top tax rate on assets above that amount is 45%. Keep in mind that state inheritance tax has not been abolished either.
3. Save money on probate fees and keep your privacy. Probate fees can run up to about 10% of your estate’s value. Keep in mind that probate is time consuming and a matter of public record.
4. Protects assets while you are alive. Estate planning strategies can help protect you in case of lawsuits and divorce.
5. Prepare for incapacity. What happens if you are unable to handle making the payments for the care you receive while incapacitated? Who will manage your care and finances? An estate plan can help assure your well being if you become unable to make your own decisions....

Click here to read the rest of this article at Zacks.com