Wealth Management Grand Rapids MI

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.

Richard Feight
IAM Financial, LLC
(888) 283-1392
250 Monroe NW
Grand Rapids, MI
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Middle Income Client Needs, Retirement Plan Investment Advice, Investment Advice without Ongoing Management, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, EA

Ms. Nancy J. Sabolish, CFP®
(616) 235-5200
56 Grandville Ave SW Ste 100
Grand Rapids, MI
Firm
Beene Garter LLP

Data Provided by:
Mr. James G. Hamilton, CFP®
(616) 293-0961
25 Michigan St
Grand Rapids, MI
Firm
ING

Data Provided by:
Mr. Michael E. Meeuwsen, CFP®
(616) 771-6014
171 Monroe Ave NW
Grand Rapids, MI
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Thomas D Glover, CFP®
(616) 235-2442
96 Monroe Center St NW
Grand Rapids, MI
Firm
Calder Investment Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Ronald Van Surksum
Advanced Asset Management, LLC
(616) 531-5220
4555 Wilson Avenue SW, Suite 2
Grandville, MI
Expertises
Retirement Planning & Distribution Rules, College/Education Planning, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Rand D. Putterman, CFP®
(616) 752-4749
99 Monroe
Grand Rapids, MI
Firm
Comerica Securities
Areas of Specialization
Estate Planning, Insurance Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. John E. Vanderpoel, CFP®
(616) 458-3100
50 Monroe Ave NW Ste 400
Grand Rapids, MI
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Mr. Brian D. Moore, CFP®
(616) 454-2852
300 Ottawa Ave NW
Grand Rapids, MI
Firm
Legacy Trust

Data Provided by:
Mr. William Eric Bjork, CFP®
(616) 458-3100
50 Monroe Center St NW Ste 400
Grand Rapids, MI
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Service Professionals

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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