Wealth Management Grants Pass OR

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. Rodger D Jordan Jr., CFP®
(541) 472-1767
237 SE ""K"" Street
Grants Pass, OR
Firm
lpl Financial Services

Data Provided by:
Nelson R. Maler, CFP®
(541) 244-2609
1867 Williams Highway, Suite 209
Grants Pass, OR
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Robert Holland
204 NW E Street
Grants Pass, OR
Company
Title: Wealth Manager
Company: Holland Capital Management, LLC
Type
Investment Advisor Rep: Yes
Education
University of Portland, Certificate of Financial Planning Executive Degree
B.S., Southern Oregon Universtiy
Years Experience
Years Experience: 20+
Service
Mortgage Refinancing,Stock Market Alternative,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Alternative Investments,Retirement Planning,Real Estate Investment Planning,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Pension for Highly Compensate

Data Provided by:
Wells Fargo - Grants Pass
(541) 474-6585
205 Ne 6Th St
Grants Pass, OR
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 10:00 AM-02:00 PM
Sun Closed

Bank of America - Grants Pass
(541) 471-3945
735 SW 6th
Grants Pass, OR
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, 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 9-2
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-5
Saturday 9-2
Sunday Closed

Mr. Brian E. Sachs, CFP®
(541) 479-9660
725 NE 7th Street
Grants Pass, OR
Firm
Edward D Jones
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Richard B. Pear, CFP®
(888) 806-0604
413 Anita Dr.
Grants Pass, OR
Firm
RBP Investment Advisors Inc.

Data Provided by:
US Bank - Grants Pass Office
(541) 474-1121
400 SW 6th
Grants Pass, OR
Languages
Spanish
Drive Up Hours
Mon 09:00 am to 05:00 pm
Tue 09:00 am to 05:00 pm
Wed 09:00 am to 05:00 pm
Thur 09:00 am to 05:00 pm
Fri 09:00 am to 06:00 pm

Chase Bank
(541) 476-4461
1111 Grants Pass Pkwy
Grants Pass, OR
Type
In-store
Office Hours
Mon:9:00-7:00
Tues:9:00-7:00
Wed:9:00-7:00
Thurs:9:00-7:00
Fri:9:00-7:00
Sat:9:00-4:00
Sun:closed

Bank of America - Grants Pass Shopping Ctr
(541) 471-2046
1000 NE E St
Grants Pass, OR
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, 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 9-2
Sunday Closed
Drive Up Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-2
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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