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Wealth Management Minot ND

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. Craig A. Zavalney, CFP®
(701) 837-5678
2819 B, South Broadway
Minot, ND
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Elder Care, Long-Term Care, Retirement Income Management, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Robert Michael Dick, CFP®
(701) 852-3090
2900 10th St SW Ste C
Minot, ND
Firm
Raymond James Financial Servic

Data Provided by:
Wells Fargo - Broadway
(701) 857-1767
100 S Broadway
Minot, ND
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:30 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Wells Fargo - Minot Main
(701) 852-1331
15 2Nd Ave Sw
Minot, ND
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

US Bank - South Office
(701) 852-3374
1925 S Broadway
Minot, ND
Drive Up Hours
Mon 08:00 am to 05:30 pm
Tue 08:00 am to 05:30 pm
Wed 08:00 am to 05:30 pm
Thur 08:00 am to 05:30 pm
Fri 08:00 am to 05:30 pm
Sat 09:00 am to 12:00 pm

Mr. David G. Rothchild, CFP®
(701) 839-4288
6 First St SW
Minot, ND
Firm
Rothchild Investment Services

Data Provided by:
Mr. David C. Haraway, CFP®
(701) 857-6232
3800 2nd St NE Apt 205
Minot, ND
Firm
Bremer Investments
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Disaster Recovery, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Wells Fargo - Minot Southside
(701) 839-7696
1525 24Th Ave Sw
Minot, ND
Type
Branch
Office Hours
Mon-Fri 08:30 AM-06:30 PM
Sat 08:30 AM-01:00 PM
Sun Closed

Wells Fargo - Minot Afb
(701) 857-1780
241 Missile Ave
Minot Afb, ND
Type
Branch
Office Hours
Mon-Fri 09:00 AM-05:00 PM
Sat-Sun Closed

US Bank - Minot Office
(701) 857-0333
17 1st Ave SW
Minot, ND
Drive Up Hours
Mon 08:00 am to 05:30 pm
Tue 08:00 am to 05:30 pm
Wed 08:00 am to 05:30 pm
Thur 08:00 am to 05:30 pm
Fri 08:00 am to 05:30 pm

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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