Wealth Management Canton OH

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.

Harlan Storey
Storey & Associates
(330) 526-8944
1360 South Main Street
North Canton, OH
Expertises
Charitable Giving - Trusts & Foundations, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, JD

Ms. Lisa Ellingen Waterfall, CFP®
(330) 492-4470
100 30th St. NW
Canton, OH
Firm
Integrity Investments & Planni

Data Provided by:
Mr. Philip R. Harper, CFP®
(330) 454-8845
1800 Tuscarawas St W
Canton, OH
Firm
Stark Tax & Financial Service

Data Provided by:
Mr. James L. Evans, CFP®
(330) 491-2220
4700 Dressler Rd NW
Canton, OH
Firm
T.T.G. Financial, Inc.
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Miss Anthoula Poleondakis, CFP®
(330) 497-6673
4678 Munson St NW
Canton, OH
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mario Giganti
Cornerstone Capital Advisors
(330) 896-6250
1507 Boettler Road, Suite G
Uniontown, OH
Expertises
Charitable Giving - Trusts & Foundations, Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, AIFA, CFP®, CPA

Mr. James A. Reinhard, CFP®
(330) 933-0500
1201 30th St NW Ste 2-A
Canton, OH
Firm
iThink Financial Consulting
Areas of Specialization
Life Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided by:
Mr. Matthew Lysiak, CFP®
(330) 470-7753
4150 Belden Village St NW Ste 300
Canton, OH
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning
Key Considerations
Average Income: $100,001 - $250,000



Data Provided by:
Mr. Timothy L Manion, CFP®
(330) 498-4164
4774 Munson St NW Ste 202
Canton, OH
Firm
UBS Financial Services Inc.
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Roger A Piper, CFP®
(330) 491-4019
4455 Dressler Rd NW Suite 202
Canton, OH
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Planning, Long-Term Care, Retirement Income Management

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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