Wealth Management Greenville SC

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.

Mrs. Pamela G Batson, CFP®
(864) 370-7276
501 River St
Greenville, SC
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Robert J Roach, CFP®
(864) 235-6408
605 North Main Street
Greenville, SC
Firm
Norris Financial Group, LLC

Data Provided by:
Mr. Eric J. Morris, CFP®
(864) 233-3655
40 W Broad St Ste 420
Greenville, SC
Firm
Scott & Stringfellow, Inc.
Areas of Specialization
Business Succession Planning, Education Planning, General Financial Planning, Government and Military, Investment Management, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided by:
Mr. Matthew A. Miller, CFP®
(864) 232-2881
501 East McBee Avenue
Greenville, SC
Firm
Northwestern Mutual Financial Network

Data Provided by:
Mr. Donald Scott Clardy, CFP®
501 E McBee Ave Ste 101
Greenville, SC
Firm
Northwestern Mutual

Data Provided by:
Benjamin Arthur Worley, CFP®
(864) 991-6028
501 E McBee Ave
Greenville, SC
Firm
Northwestern Mutual
Areas of Specialization
Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Insurance Planning, Young Professionals
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Business Executives

Data Provided by:
Mr. David N. Rice, CFP®
(864) 370-7241
501 River St 3rd Floor
Greenville, SC
Firm
Morgan Stanley Smith Barney

Data Provided by:
Jef W. Lockman, CFP®
(864) 241-2772
35 W Court St
Greenville, SC
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided by:
Amy R. Milionis, CFP®
17 W McBee Ave
Greenville, SC
Firm
UBS Financial Services Inc

Data Provided by:
Mr. Stephen St. John, CFP®
(864) 298-0827
300 North Main Street
Greenville, SC
Firm
Merrill Lynch

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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