Wealth Management Augusta GA

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.

Bill Cleveland
Preston & Cleveland Wealth Management, LLC
(706) 855-0170
3740 Executive Center Drive
Augusta, GA
Expertises
Charitable Giving - Trusts & Foundations, Planning Issues for Business Owners, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS, MBA

Mr. Troy A. Breitmann, CFP®
(706) 731-1460
3617 Walton Way Ext
Augusta, GA
Firm
Queensborough National Bank and Trust Company
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Elder Care, Estate Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
Mr. Eugene Francis Mcmanus Jr., CFP®
(706) 364-4281
1100 Frazier Dr
Augusta, GA
Firm
AP Wealth Management, LLC

Data Provided by:
Mr. Richard D. Cundey, CFP®
(706) 724-3557
810 Poindexter Dr
Augusta, GA
Firm
CB&H Wealth Management Services
Areas of Specialization
Divorce Issues, Estate Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Kelly T. Renner, CFP®
(706) 210-3535
3540 Wheeler Rd Ste 304
Augusta, GA
Firm
Life Strategies Financial Partners LLC
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Retirement Income Management, Small Business Planning, Sudden Wealth Management

Data Provided by:
Jennifer Noah
The Monitor Group, Inc.
(706) 854-8040
537 Blackburn Drive
Martinez, GA
Expertises
Middle Income Client Needs, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Divorce Planning
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Mr. Robert W. Rice, CFP®
(706) 650-9900
2814 Hillcreek Dr Ste A
Augusta, GA
Firm
Asset Advisors Corporation
Areas of Specialization
Asset Allocation

Data Provided by:
Mr. James M. Herrington, CFP®
(706) 736-2522
2531 Center West Pkwy Ste 240
Augusta, GA
Firm
Balchin, Herrington & Associates
Areas of Specialization
Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided by:
Mr. Thomas W. Jones, CFP®
(706) 650-8877
3602 Wheeler Rd
Augusta, GA
Firm
Jones Jones, Davis & Associates, CPA, PC
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Planning for Couples
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Mr. Thomas M Powers, CFP®
(706) 731-6612
2805 Wrightsboro Rd
Augusta, GA
Firm
First Bank of Georgia/FB Financial
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



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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