Wealth Management Allentown PA

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.

Russell Wild
Global Portfolios
(610) 530-0078
1493 Cedarwood Road
Allentown, PA
Expertises
Retirement Plan Investment Advice, Hourly Financial Planning Services, Divorce Planning, Newlyweds & Novice Investors, Helping Clients Identify & Achieve Goals, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, MBA

Michael Joyce
JoycePayne Partners
(610) 882-3882
74 West Broad Street, Suite 320
Bethlehem, PA
Expertises
Planning Concerns for Corporate Executives, Ongoing Investment Management, Alternative or Private Investments, Tax Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, MBA

Mr. Frederick L. Kleinhenz Jr., CFP®
(610) 432-9417
2310 Walbert Ave Ste 102
Allentown, PA
Firm
Kleinhenz & Company LLP
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Ms. Charlotte A. Gross, CFP®
(610) 530-4290
1005 Brookside Rd Ste 130
Allentown, PA
Firm
Thrivent Financial for Luthera
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. Alan D. Shannon-Breslin, CFP®
(610) 432-8980
2202 W Tilghman St
Allentown, PA
Firm
Integrity Wealth Management
Areas of Specialization
Debt Management, Divorce Issues, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Kevin Brosious
Wealth Management, Inc.
(484) 264-6270
1275 Glenlivit Drive, Suite 100
Allentown, PA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Cash Flow/Budgets/Credit Issues, Planning Concerns for Corporate Executives, Hourly Financial Planning Services, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA, MBA, PFS

Christopher Jones
Sparrow Wealth Management
(877) 330-9191
3655 William Penn Highway
Easton, PA
Expertises
Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Planning Concerns for Corporate Executives, Advising Entrepreneurs, Professional Athletes or Entertainers, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Mr. Jeffrey Kurt Herr, CFP®
(610) 530-6821
1620 Pond Rd Unit 200
Allentown, PA
Firm
National Penn Investors Trust Company
Areas of Specialization
Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Richard E. Frable, CFP®
(610) 398-7333
3570 Hamilton Blvd
Allentown, PA
Firm
Lehigh Valley Wealth Managemen
Areas of Specialization
Insurance Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Todd S. Harvey, CFP®
(610) 782-5497
1146 S Cedar Crest Blvd
Allentown, PA
Firm
Stifel Nicolaus

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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