Wealth Management Myrtle Beach 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.

Joe Taylor
Oak Street Advisors
(843) 946-9868
1335 44th Avenue N, Suite 203
Myrtle Beach, SC
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor

Mr. Christopher David St. John, CFP®
(843) 448-4425
1110 London Street Suite 204
Myrtle Beach, SC
Firm
Carolina Wealth Advisors, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning

Data Provided by:
Mr. David Richard Crumpler, CFP®
(843) 448-8334
4728 Jenn Dr
Myrtle Beach, SC
Firm
Smith Sapp Bookhout Crumpler &

Data Provided by:
Mr. Anthony B. King, CFP®
(843) 497-6116
1131 48th Ave N
Myrtle Beach, SC
Firm
King & Godbold, LLC

Data Provided by:
Mr. Lee Allen Thomas, CFP®
(843) 448-4142
405 6th Ave N
Myrtle Beach, SC
Firm
DELORES BOWEN PUBLIC ACCOUNTANT

Data Provided by:
Mr. Barry S. Capps, CFP®
(843) 444-0306
2411 N Oak St
Myrtle Beach, SC
Firm
Ameriprise Financial Services

Data Provided by:
Mr. David Cameron Monckton, CFP®
(800) 948-2706
1300 Professional Dr Ste 202
Myrtle Beach, SC
Firm
Carolinas Wealth Management
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. David G Wurster, CFP®
(843) 712-2752
1200 48th Ave N Unit 102
Myrtle Beach, SC
Firm
Palmetto Coast Capital, LLC
Areas of Specialization
Comprehensive Financial Planning, Insurance Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. J. Troy Devers, CFP®
(843) 839-8970
3751 Robert Grissom Pkwy Ste 201
Myrtle Beach, SC
Firm
BNC Financial Services
Areas of Specialization
Retirement Income Management, Retirement Planning, Social Security 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. Frank Harrington Mcknight, CFP®
(843) 449-0580
5621 Pinckney Ave
Myrtle Beach, SC
Firm
F. Harry McKnight, CFP
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, Debt Management, Divorce Issues, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

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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