Wealth Management Concord NH

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.

Glenn Sweeney
SFM, LLC
(603) 625-8400
575 Front Street
Manchester, NH
Expertises
Planning Issues for Business Owners, Ongoing Investment Management, Real Estate Investments, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFA, CPA

Mr. Robert S. Blood, CFP®
(603) 224-3691
194 Pleasant St
Concord, NH
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Data Provided by:
Mr. Jeffrey L. Wesson, CFP®
(603) 290-5015
20 Warren St Ste 10
Concord, NH
Firm
Waddell & Reed, Inc.
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable



Data Provided by:
Mr. Paul M. Provost, CFP®
(603) 223-2737
89 N Main St
Concord, NH
Firm
Merrimac County Savings Bank

Data Provided by:
Ms. Stacey L. Blodgett, CFP®
(603) 296-0063
2 S State St
Concord, NH
Firm
Globe Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning

Data Provided by:
Mr. John R. Heise, CFP®
(603) 581-7125
9 Franklin St
Concord, NH
Firm
Atlas Financial Group, LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mrs. Regina M. Kozsan, CFP®
(603) 296-0063
2 S State St
Concord, NH
Firm
Globe Wealth Management

Data Provided by:
Mr. William J. Gleeson, CFP®
(603) 540-9586
109 1/2 S State St
Concord, NH
Firm
Modern Woodmen of America/MWA Financial Services, Inc.

Data Provided by:
Mr. Ron Valpey, CFP®
(603) 856-7945
One Eagle Square
Concord , NH
Firm
Valpey Financial Services, LLC
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Ms. Diane J. Destefano, CFP®
(603) 856-5211
90 N Main St
Concord, NH
Firm
Charter Trust Company
Areas of Specialization
Charitable Giving, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Retirement Planning

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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