Wealth Management Corpus Christi TX

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.

Mr. William H. Cleavelin Jr., CFP®
(361) 289-5871
400 S Padre Island Dr Ste 101
Corpus Christi, TX
Firm
William H Cleavelin, PC, CPA

Data Provided by:
Mr. Kendrick V. Herring, CFP®
(361) 844-1056
802 N Carancahua St Ste 100
Corpus Christi, TX
Firm
Frost National Bank
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Kim R. Sheets, CFP®
(361) 884-9966
800 N Shoreline Blvd
Corpus Christi, TX
Firm
UBS Financial Services Inc.

Data Provided by:
Mr. Carter C Benkendorfer, CFP®
(361) 884-6347
101 N Shoreline Blvd Ste 560
Corpus Christi, TX
Firm
Bergstrom Benkendorfer
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Amon Merrell Clark Jr., CFP®
(361) 693-3060
711 N Carancahua St Ste 110
Corpus Christi, TX
Firm
Stifel, Nicholaus & Company Incorporated
Areas of Specialization
Asset Allocation, General Financial Planning, Investment Management, Retirement Planning, Securities, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Marvin Wanner, CFP®
(361) 884-4981
1001 Third Street
Corpus Christi, TX
Firm
Wanner Law Office

Data Provided by:
Mr. Arthur Lee Scott, CFP®
(361) 886-4517
800 North Shoreline Blvd
Corpus Christi, TX
Firm
UBS Financial Services

Data Provided by:
Mr. Walter Joe Wilson Jr., CFP®
(361) 882-8700
555 N Carancahua St Ste 790
Corpus Christi, TX
Firm
Corpus Christi Financial Group
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Cory D. Summers, CFP®
(361) 882-8700
555 N Carancahua St Ste 790
Corpus Christi, TX
Firm
Corpus Christi Financial Group
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning, Risk Management

Data Provided by:
Mr. James Paul Mailhes, CFP®
(512) 882-8700
555 N Carancahua St
Corpus Christi, TX
Firm
Corpus Christi Financial Group
Areas of Specialization
Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Estate Planning, Insurance Planning, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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



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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