Wealth Management Bethlehem 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.

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

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

Mr. David E. Rowan, CFP®
(610) 442-7013
3970 Oliver Ave
Bethlehem, PA
Firm
Rowan Financial LLC

Data Provided by:
Mr. Robert L. Godown Jr., CFP®
(610) 954-5100
74 W Broad St Ste 200
Bethlehem, PA
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mrs. Marilee A. Falco, CFP®
(610) 882-3882
74 W Broad St Ste 320
Bethlehem, PA
Firm
JoycePayne Partners
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
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®

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

Mr. Peter Bowe Marmaras, CFP®
(610) 465-1188
3101 Emrick Blvd Ste 315
Bethlehem, PA
Firm
Marmaras & Smith LLC

Data Provided by:
Mr. John P. Bedics, CFP®
(610) 866-8678
2148 Allwood Drive
Bethlehem, PA
Firm
Bedics Financial

Data Provided by:
Mr. Frank S. Babashak, CFP®
(610) 974-9525
60 West Broad Street
Bethlehem, PA
Firm
GF Pension Corporation
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: Not Applicable

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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