Wealth Management Grand Junction CO

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.

Douglas May
244 North Seventh St., Suite B
Grand Junction, CO
Company
Title: Financial Advisor
Company: May Investments
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
Stanford University/Economics (1983)
Years Experience
Years Experience: 26
Service
Investment & Portfolio Management,Estate Tax Planning,Fee-Only Comprehensive Financial Planning,Retirement Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Wealth Management,Investment Consulting & Allocation Design,Retirement Income Distribution Planning

Data Provided by:
Daniel A. Funderburk, CFP®
(970) 245-3800
706 S 9th St
Grand Junction, CO
Firm
Legacy Wealth Management, LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Insurance Planning, Retirement Planning

Data Provided by:
Mrs. Candice R Walton, CFP®
(970) 243-9928
743 Horizon Court
Grand Junction, CO
Firm
Ameriprise

Data Provided by:
Mr. Gerrit Van Dijk Jr., CFP®
(970) 242-1098
2754 Compass Dr Ste 309
Grand Junction, CO
Firm
Ameriprise Financial Services,

Data Provided by:
Mr. David A. Skinner, CFP®
(970) 254-3343
120 W Park Dr Ste 105
Grand Junction, CO
Firm
Wells Fargo Advisors
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Retirement Planning, Risk Management

Data Provided by:
Mr. Mathew J. Higgins, CFP®
(970) 242-0027
619 Main St #180
Grand Junction, CO
Firm
Ameriprise Financial Services
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Dennis M. Eichinger, CFP®
(970) 242-6446
225 N 5th St Ste 515
Grand Junction, CO
Firm
Eichinger Wealth Management Inc

Data Provided by:
Mr. John T. Connolly, CFP®
(970) 241-4900
607 28 1/4 Rd Ste 201
Grand Junction, CO
Firm
Connolly Financial Group
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
David B. Hutton, CFP®
(970) 255-9350
601 28 1/4 Rd Unit C
Grand Junction, CO
Firm
Edward Jones

Data Provided by:
Justin T Reed, CFP®
(970) 243-4480
480 W Park Dr
Grand Junction, CO
Firm
Waddell & Reed
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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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