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Wealth Management Bend OR

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.

Jay Kolar
Valentine Ventures, LLC
(541) 389-4148
550 SW Industrial Way, Bldg 2, Suite 201
Bend, OR
Expertises
Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mrs. Suzanne E Johannsen, CFP®
(541) 389-2528
214 SE Vine Lane
Bend, OR
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Retirement Planning, Women's Finances

Data Provided by:
Mr. Adam J. Brooks, CFP®
(541) 330-6411
360 SW Powerhouse Dr Ste 310
Bend, OR
Firm
Commonwealth Financial Network

Data Provided by:
Mr. Scott D. Coonrod, CFP®
705 SW Bonnett Way Suite 1200
Bend, OR
Firm
Morgan Stanley Smith Barney

Data Provided by:
Mr. Eric J. White, CFP®
(541) 385-7089
755 SW Bonnett Way
Bend, OR
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Long-Term Care

Data Provided by:
Devin J Harrigan, CFP®
(541) 382-4847
975 SW Colorado Suite 200
Bend, OR
Firm
Ascent Capital Management LLC

Data Provided by:
Kirby Reed Kleinsmith, CFP®
(541) 788-4362
20040 Old Rock House Rd
Bend, OR
Firm
Kleinsmith Resource Management, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Mr. Mark A. Reifschneider, CFP®
(541) 706-8560
120 SW Crowell Way
Bend, OR
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, General Financial Planning, Intergenerational Planning, Investment Planning, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Erik Tobiason, CFP®
(541) 617-6033
705 SW Bonnett Way Ste 1200
Bend, OR
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Social Security Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Roger E. Vlach, CFP®
(541) 706-8560
320 SW Upper Terrace Dr Ste 200
Bend, OR
Firm
Wells Fargo Advisors
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

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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