Wealth Management Fort Worth 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.

David Diesslin
Diesslin & Associates, Inc.
(817) 332-6122 Ext: 212
303 Main Street, Suite 200
Ft. Worth, TX
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Michael P. Miller
Miller Premier Investment Planning, LLC
(817) 680-8198
2603 Edgefield Trail
Mansfield, TX
Expertises
Retirement Planning & Distribution Rules, Ongoing Investment Management, Investment Advice without Ongoing Management, Hourly Financial Planning Services, Socially Responsible Investments, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Christopher Currin
Pegasus Advisors, LLC
(877) 799-4647
1701 W Northwest Hwy Ste 100
Grapevine, TX
Expertises
Retirement Planning & Distribution Rules, Tax Planning, Investment Advice without Ongoing Management, Insurance Related Issues, including Annuities, Special Needs Planning, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Douglas A. Landry, CFP®
(817) 347-4022
801 Cherry St Ste 2300
Fort Worth, TX
Firm
AXA Advisors
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Aaron William Rumfelt, CFP®
(817) 390-6961
500 W 7th St Ste 1500
Fort Worth, TX
Firm
U.S. Trust

Data Provided by:
Matthew Paladini
Paladini Financial Management, Inc.
(817) 704-7788
1161 Corporate Drive West, Suite 310
Arlington, TX
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues, Estate & Generational Planning Issues, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CIMA, CPA

Bryan Clintsman
Clintsman Financial Planning
(817) 410-8200
660 N. Carroll Ave., Ste #140
Southlake, TX
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Planning Concerns for Corporate Executives, Middle Income Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Steve Blankenship
Heritage Financial Planning
(817) 410-5725
1452 Hughes Road, Suite 233
Grapevine, TX
Expertises
Ongoing Investment Management, Planning Concerns for Corporate Executives, High Net Worth Client Needs, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Roger P. Whitney, CFP®
(817) 336-6300
512 Main Street, #204
Fort Worth, TX
Firm
Whitney Wetzel & Kuether, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Jeffrey Parks Bridges, CFP®
201 Main St Ste 1500
Fort Worth, TX
Firm
Morgan Stanley Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

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....

Click here to read the rest of this article at Zacks.com