Wealth Management Fayetteville NC

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. D. Eric Nobles, CFP®
(910) 323-9195
1315 Fort Bragg Road
Fayetteville, NC
Firm
Nobles Pound Financial Planning, Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, General Financial Planning
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. Daniel C. Griffin, CFP®
(910) 307-9102
PO Box 789
Fayetteville, NC
Firm
First Citizens Investor Services
Areas of Specialization
Asset Allocation, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care

Data Provided by:
Denise S Lynch, CFP®
(910) 483-6181
2153 Valleygate Dr
Fayetteville, NC
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

Data Provided by:
Kristin Mccarthy, CFP®
(910) 481-8590
2153 Valleygate Dr Ste 201
Fayetteville, NC
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning

Data Provided by:
Mr. William J. Perry Iii, CFP®
(910) 860-7900
1995 Skibo Road
Fayetteville, NC
Firm
First Command Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Government Employees

Data Provided by:
Mr. Joseph D. Jackson, CFP®
(910) 423-2020
210 Fairway Drive
Fayetteville, NC
Firm
Highland Financial Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Planning

Data Provided by:
Mr. David M. Pound, CFP®
(910) 323-9195
1315 Fort Bragg Rd
Fayetteville, NC
Firm
Nobles Pound Financial Planning
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning

Data Provided by:
Mr. Collin L. Sumrall, CFP®
(910) 703-8767
100 Bradford Ave Ste 4
Fayetteville, NC
Firm
Raymond James Financial Servic
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Isaac R Allen, CFP®
(910) 867-8464
4200 Morganton Rd
Fayetteville, NC
Firm
Stalwart Financial Planning
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Self-Employed Business Owners

Data Provided by:
Bank of America - Eutaw
(910) 487-2254
2810 Bragg Blvd
Fayetteville, NC
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Multi-Check Deposit, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday Closed
Sunday Closed

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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