Wealth Management New Haven CT

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 Pignone
Boston Retirement Advisors, LLC
(203) 453-2806
720 Goose Lane
Guilford, CT
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, High Net Worth Client Needs, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, ChFc, CLU, CSA

Alexander D. Bijanada, CFP®
(203) 285-1831
545 Long Wharf Dr Ste 501
New Haven, CT
Firm
Ameriprise Financial
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Warren E. Wiberg Jr., CFP®
(860) 485-5959
494 Whitney Ave
New Haven, CT

Data Provided by:
Nicholas P Finkle, CFP®
(203) 752-4877
157 Church Street
New Haven, CT
Firm
U.S. Trust, Bank of America Private Wealth Management
Areas of Specialization
Estate Planning, Investment Management, Wealth Management
Key Considerations
Average Net Worth: $5,000,001 or more



Data Provided by:
Mr. Matthew A. Lubanko, CFP®
(203) 786-2163
545 Long Wharf Dr Fl 7
New Haven, CT
Firm
Smith Barney

Data Provided by:
Mr. Robert P. Kreitler, CFP®
(203) 867-4396
195 Church St
New Haven, CT
Firm
Kreitler Financial LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Charles Francis Kreitler, CFP®
(203) 867-4396
195 Church St Fl 11
New Haven, CT
Firm
Kreitler Financial/Raymond James
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
Jon Nieranowski, CFP®
(617) 429-6779
265 Church St
New Haven, CT
Firm
Fidelity
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Logan James Reed, CFP®
(203) 789-2340
157 Church St Fl 21
New Haven, CT
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Retirement Income Management, Risk Management, Small Business Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mrs. Carrie O'Neil, CFP®
(203) 789-2364
157 Church St Fl 21
New Haven, CT
Firm
Bank of America Corporation
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits

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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