Wealth Management Kahului HI

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.

Paul Sutherland
Financial & Investment Management Group
(808) 871-1006
444 Hana Hwy. Suite D
Kahului, HI
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Advising Medical Professionals, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AAMS, CFP®, CRPC, MBA

Mr. James Makoto Moriyasu, CFP®
(808) 871-2249
33 Lono Ave Ste 330
Kahului, HI
Firm
Morgan Stanley
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Michael B. Sherrill, CFP®
(808) 856-2541
3950 Kalai Waa St Apt U202
Kihei, HI
Firm
Bank of Hawaii

Data Provided by:
Mr. James R. Frazier, CFP®
(808) 876-1786
PO Box 901311
Kula, HI
Firm
Natural Investments, LLC
Areas of Specialization
Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Retirement Planning, Small Business Planning, Socially Responsible Investments
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. J. Michael Vaughn, CFP®
(808) 667-6848
845 Wainee St
Lahaina, HI
Firm
Edward D Jones & Company
Areas of Specialization
Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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



Data Provided by:
F. Dennis De Stefano
De Stefano Wealth Management
(808) 879-0454
P.O. Box 1141
Kihei, Maui, HI
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, CRC

Mr. F. Dennis De Stefano, CFP®
(808) 879-0454
44 Kanani Rd Apt 2-205
Kihei, HI
Firm
De Stefano Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Ms. Beverly H. Kurokawa, CFP®
(808) 878-6330
15 Kai Nana Place
Kula, HI

Data Provided by:
Ms. Judy A. Mccorkle, CFP®
(808) 250-3624
745 Alae Rd
Kula, HI
Firm
Self
Areas of Specialization
Charitable Giving, Estate Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000



Data Provided by:
Ms. Janis D. Casco, CFP®
(808) 667-5599
50 Puu Anoano St. #707
Lahaina, HI
Firm
CASCO WEALTH MANAGEMENT, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $250,001 - $500,000



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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