Wealth Management Brattleboro VT

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.

Mr. Joseph E. Little, CFP®
(802) 257-7766
57 Western Ave.
Brattleboro, VT
Firm
Park Place Financial Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Investment Management, Retirement Planning, Social Security Planning, Socially Responsible Investments

Data Provided by:
Travis C Shine, CFP®
(802) 257-5500
114 Main Street
Brattleboro, VT
Firm
Ameriprise Financial

Data Provided by:
Ms. Kelli J. Warriner Crego, CFP®
(802) 257-7766
57 Western Ave
Brattleboro, VT
Firm
Park Place Financial Advisors

Data Provided by:
Mr. Jedediah D Liebert, CFP®
(603) 357-6300
196 Washington St
Keene, NH
Firm
Commonwealth Financial Network

Data Provided by:
Mr. Carl J. Gravina, CFP®
(603) 357-1100
171 W Street
Keene, NH
Firm
Wells Fargo Advisors
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Michelle A Spaziani, Financial Advisor, CFP®
1063 Western Ave
West Brattleboro, VT
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Government and Military, Healthcare Planning
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided by:
Mr. Scott Dana Gordon-Macey, CFP®
(802) 254-7756
441 West River Road
Brattleboro, VT
Firm
MetLife
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Bruce P. Mullen, CFP®
(802) 464-8998
PO Box 400
Wilmington, VT
Firm
Mullen Financial Strategies
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Donald T. Ladd, CFP®
(603) 357-1280
82 Washington St
Keene, NH
Firm
Ameriprise Financial
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Intergenerational Planning, Investment Management, Retirement Income Management

Data Provided by:
Mr. Jeffrey D. Rubin, CFP®
(603) 357-2707
85 Washington St
Keene, NH
Firm
IPIC Inc

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....

Click here to read the rest of this article at Zacks.com