Wealth Management Charleston SC

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.

Helen Berenyi
Red Triangle, LLC
(843) 573-7277
210 Coming Street, Suite C
Charleston, SC
Expertises
High Net Worth Client Needs, Financial Issues Between Generations, Divorce Planning, Charitable Giving - Trusts & Foundations, Estate & Generational Planning Issues, Alternative or Private Investments
Certifications
NAPFA Registered Financial Advisor, CDFA, CFP®

Ms. Helen C. Berenyi, CFP®
(843) 573-7277
210 Coming St Ste C
Charleston, SC
Firm
Red Triangle

Data Provided by:
Mr. William C. Evans, CFP®
200 Meeting St Ste 402
Charleston, SC
Firm
Morgan Stanley Wealth Management

Data Provided by:
Mr. Andrew Aylward Dalrymple, CFP®
(843) 766-0253
1309 Sam Rittenberg Blvd
Charleston, SC
Firm
First Southeast Investor Services
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, General Financial Planning, Investment Management, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000



Data Provided by:
Mrs. Lucinda E. Shields, CFP®
(843) 577-9700
158 Meeting St Fl 2
Charleston, SC
Firm
UBS Financial Services Inc

Data Provided by:
William Prewitt
Charleston Financial Advisors, LLC
(843) 722-3331
4 North Atlantic Wharf, Suite 200
Charleston, SC
Expertises
Ongoing Investment Management, Women's Financial Planning Issues, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Mr. Lester G. Detterbeck Iii, CFP®
(843) 577-2463
4 N Atlantic Wharf Ste 203
Charleston, SC
Firm
DWM Financial Group, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Intergenerational Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
Mr. Giampiero Diminich, CFP®
1 Live Oak Ave
Charleston, SC
Firm
Smith Moore Leatherwood LLP
Areas of Specialization
Banking, Business Succession Planning, Charitable Giving, Cross-Border Planning, Estate Planning, Legal Advice, Tax Planning
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: Not Applicable



Data Provided by:
John Stephen Dickson, CFP®
(843) 327-2647
BB&T
Charleston, SC
Firm
BB&T
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Education Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. David C Bunce Jr., CFP®
(843) 805-6446
200 Meeting Street
Charleston, SC
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Investment Management, Retirement Income Management, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

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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