Wealth Management Albuquerque NM

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.

Garth Scrivner
StanCorp Investment Advisers, Inc.
(505) 298-1098
6000 Uptown Blvd NE, Suite 470
Albuquerque, NM
Expertises
Advising Medical Professionals, High Net Worth Client Needs, Insurance Related Issues, including Annuities, Middle Income Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AAMS, BA, CDFA, CFP®, CPA/PFS

Donna Skeels Cygan
Sage Future Financial, LLC
(505) 298-4040
4800 Juan Tabo NE, Suite D
Albuquerque, NM
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, College/Education Planning, High Net Worth Client Needs, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Mr. Larry R. Brown Jr., CFP®
(505) 880-1646
2201 San Pedro Dr NE Bldg 25
Albuquerque, NM
Firm
Winslow Wood & Associates, LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, LGBT Individuals and Couples, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Leonard T Galante, CFP®
(505) 889-2880
6565 Americas Pkwy NE Ste 400
Albuquerque, NM
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Louis V. Yegge Jr., CFP®
(505) 889-2808
6565 Americas Pkwy NE Ste 400
Albuquerque, NM
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Securities
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Stephen Madeyski
Stephen Madeyski Financial Planning
(505) 798-9496
7112 Cindy NE
Albuquerque, NM
Expertises
Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Middle Income Client Needs, Women's Financial Planning Issues, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Ms. Karen A. Seitz, CFP®
(505) 875-6210
6565 Americas Pkwy NE Ste 400
Albuquerque, NM
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Estate Planning, Investment Planning, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Ms. Marilyn Laux Evans, CFP®
(505) 828-2773
6565 Americas Parkway NE
Albuquerque, NM
Firm
Williams Financial Group

Data Provided by:
Lee Matthew, CFP®
(505) 880-1646
2201 San Pedro NE, Bldg 25
Albuquerque, NM
Firm
INVEST Financial

Data Provided by:
Mr. John C. Carroll, CFP®
(505) 872-7305
6565 Americas Pkwy NE Ste 400
Albuquerque, NM
Firm
Morgan Stanley Wealth Management

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....

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