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Wealth Management Brick NJ

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.

Jorie Johnson
Financial Futures LLC
(732) 722-7289
2520 State Route 35, Suite 305
Manasquan, NJ
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, College/Education Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BS, CFP®

Jerry Boisseau
Amherst Financial Services
(732) 349-3377
81 E. Water Street Suite 2A
Toms River, NJ
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, M.Ed., MBA

Thomas Duffy
Jersey Shore Financial Advisors, LLC
(732) 229-7489
331 Newman Springs Road
Red Bank, NJ
Expertises
Financial Issues Between Generations, Planning Issues for Business Owners, Estate & Generational Planning Issues, Insurance Related Issues, including Annuities
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Frank Corrado
Lighthouse Financial Advisors, Inc.
(732) 747-6680
3 Harding Road, Suite B
Red Bank, NJ
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Tax Planning, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Ms. Joan L. Check, CFP®
1608 Route 88 Ste 113
Brick, NJ
Firm
Prudential Financial Services - Prudential Insurance Co of America
Areas of Specialization
Business Succession Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Jennifer Murray
Stonebridge Financial Advisors, LLC
(973) 605-1100
2150 Route 35 Suite 250
Sea Girt, NJ
Expertises
Women's Financial Planning Issues, Divorce Planning, Retirement Planning & Distribution Rules, Ongoing Investment Management, Investment Advice without Ongoing Management, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Dennis O'Brien
Coastal Financial Advisors, Inc.
(732) 683-2330
P.O. Box 529
Farmingdale, NJ
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Cash Flow/Budgets/Credit Issues, Retirement Plan Investment Advice, Tax Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, MS

Robert Walsh
Lighthouse Financial Advisors, Inc.
(732) 747-6680
3 Harding Road, Suite B
Red Bank, NJ
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Helping Clients Identify & Achieve Goals, Planning Concerns for Corporate Executives, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Ms. Antoinette D. Ambrose, CFP®
(732) 477-2525
254 Brick Blvd
Brick, NJ
Firm
A. AMBROSE CPA CFP
Areas of Specialization
Accounting, Asset Allocation, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Small Business Planning, Tax Preparation
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. John J. Petit, CFP®
(732) 262-3075
445 Brick Blvd
Brick, NJ
Firm
The Investment Center
Areas of Specialization
Accounting, Education Planning, Elder Care, Estate Planning, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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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