Wealth Management Modesto CA

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. Tony D. Trevino, CFP®
(209) 576-8000
1101 Sylvan Ave Ste B2
Modesto, CA
Firm
FSC Securities Corporation

Data Provided by:
Steven B. Pinedo, CFP®
(209) 579-9992
3340 Tully Rd Ste B5
Modesto, CA
Firm
Abdallah & Pinedo Financial

Data Provided by:
Jeffrey S Burrow, CFP®
(209) 579-5900
1101 Sylvan Ave
Modesto, CA
Firm
Valley Wealth, Inc.
Areas of Specialization
Asset Allocation, Estate Planning, Investment Planning, Retirement Income Management, Retirement Planning, Securities, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Abe Askil, CFP®
(209) 529-3089
1500 J St
Modesto, CA
Firm
Titan Capital Management LLC

Data Provided by:
Mr. Christopher D. Battreall, CFP®
(209) 530-1515
909 15th St Ste 1
Modesto, CA
Firm
United Capital Financial Advisors
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Healthcare Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Ms. Terri Amerio-Bell, CFP®
(209) 572-1040
PO Box 5302
Modesto, CA
Areas of Specialization
Estate Planning, General Financial Planning, Small Business Planning, Tax Planning, Tax Preparation, Young Professionals
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Gregory A. Crosby, CFP®
(209) 576-8000
1101 Sylvan Ave
Modesto, CA
Firm
Crosby, Trevino & Associates, Inc.

Data Provided by:
Mr. Samuel E. Dameron, CFP®
(209) 576-6790
1419 K ST
Modesto, CA
Firm
Financial Advisers of America, LLC
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Mark A Kleiderlein, CFP®
(209) 550-3720
1150 9th Street Suite 1400
Modesto, CA
Firm
Principal Financial Group
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Howard B. Priest, CFP®
(209) 544-7090
1021 14th St
Modesto, CA
Firm
Priest Amistadi Creedon

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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