Wealth Management Gainesville GA

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.

Mark Gibbs
Gibbs Financial Planning Services, P.C.
(770) 831-8652
1400 Buford Hwy, Suite F5
Sugar Hill, GA
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Mr. Richard Brian Pierce, CFP®
(770) 534-1891
1212 Sherwood Park Dr NE
Gainesville, GA
Firm
Jessup, Compton & Pierce, P.C
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Retirement Planning

Data Provided by:
Mr. William E. Hicks Jr., CFP®
(770) 531-1103
212 Green St NE
Gainesville, GA
Firm
Stifel, Nicolaus & Company Incorporated
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

Data Provided by:
Mrs. Christina Dominguez Jones, CFP®
(770) 532-6361
600 Spring St SE
Gainesville, GA
Firm
Wells Fargo Advisors, LLC

Data Provided by:
Mrs. Kelly M Lee, CFP®
(770) 532-6361
600 Spring St SE
Gainesville, GA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
A. Todd Black
Dogwood Capital Management, Inc.
(678) 648-5129 Ext: 1
4955 Serenity Stone Ct., Suite 100
Cumming, GA
Expertises
High Net Worth Client Needs, Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Concerns for Corporate Executives, Planning Issues for Business Owners, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Thomas K. Foster, CFP®
(706) 227-4024
340 Jesse Jewell Pkwy SE Ste 410
Gainesville, GA
Firm
Morgan Stanley Smith Barney

Data Provided by:
Mr. Carlos L. Dominguez, CFP®
(770) 532-6361
600 Spring St SE
Gainesville, GA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, 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:
Mr. Michael S Gaddy, CFP®
(770) 532-6361
600 Spring St SE
Gainesville, GA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management, Investment Planning

Data Provided by:
Evord F Knights, CFP®
(770) 538-0189
723 Washington St SW Ste 5
Gainesville, GA
Firm
Ameriprise Financial
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:
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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2018 American Economic Association Annual Meeting
Dates: 1/5/2018 – 1/7/2018
Location:
Atlanta
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