Wealth Management Columbus 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.

Richard Caw
The Sherrington Group
(614) 485-2000
1328 Dublin Road, Suite 410
Columbus, OH
Expertises
Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Planning Issues for Business Owners, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®

Joel Oles
The Sherrington Group
(614) 485-2000
1328 Dublin Road, Suite 410
Columbus, OH
Expertises
Tax Planning, Planning Issues for Business Owners, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, BA, CPA/PFS

James Budros
Budros, Ruhlin & Roe, Inc.
(614) 481-6900
1801 Watermark Drive, Suite 300
Columbus, OH
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, ChFc, MBA, MS

Jill Gianola
Gianola Financial Planning
(614) 340-0770
2094 Tremont Center, Suite 4
Columbus, OH
Expertises
Middle Income Client Needs, Newlyweds & Novice Investors, Retirement Planning & Distribution Rules, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, MBA, MS

Paul Dolce
Financial Solutions, LLC
(614) 604-3551
Riverside Drive
Columbus, OH
Expertises
Middle Income Client Needs, Retirement Plan Investment Advice, Hourly Financial Planning Services, Investment Advice without Ongoing Management, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Peggy Ruhlin
Budros, Ruhlin & Roe, Inc.
(614) 481-6900
1801 Watermark Drive, Suite 300
Columbus, OH
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS

John Davidson
Kyleshill Financial Planning
(614) 395-1295
330 W. Spring Street, Suite 205
Columbus, OH
Expertises
Advising Entrepreneurs, Ongoing Investment Management, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Professional Athletes or Entertainers, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Carol Friedhoff
Savvy Outcomes
(614) 580-9926
2720 Airport Dr.
Columbus, OH
Expertises
Middle Income Client Needs, Newlyweds & Novice Investors, Cash Flow/Budgets/Credit Issues, Women's Financial Planning Issues, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

William Leuby
Hamilton Capital Management, Inc.
(614) 273-1000
5025 Arlington Centre Boulevard Suite 300
Columbus, OH
Expertises
Estate & Generational Planning Issues, Planning Issues for Unmarried & Same-Sex Couples, Planning Issues for Business Owners, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, JD

Robert Reed
Reed Financial Planning LLC
(614) 263-3900
3763 North High Street
Columbus, OH
Expertises
Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Newlyweds & Novice Investors, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, PhD

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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