Wealth Management O Fallon MO

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.

Jack D. White
Fidelis Financial Planning, L.L.C.
(636) 922-9252
42 Portwest Court
St. Charles, MO
Expertises
Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning, Ongoing Investment Management, Middle Income Client Needs, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MA

Elizabeth Cauble
Cauble & Harre Wealth Management
(314) 576-1112
12977 North 40 Drive, Suite 213
St. Louis, MO
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Stoyan Petev Petev, CFP®
(636) 695-2805
1839 Lake Saint Louis Blvd
Lake St Louis, MO
Firm
First Heartland Corporation
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning, Risk Management, Securities, Small Business Planning, Social Security Planning, Socially Responsible Investments, Special Needs Planning, Wealth Management, Young Professionals

Data Provided by:
Mr. Robert E. Marquess, CFP®
(636) 397-1760
205 Salt Lick Road
St. Peters, MO
Firm
Edward Jones
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Life Planning, Retirement Income Management, Risk Management, Social Security Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Ms. Susan Sommer, CFP®
(636) 441-1700
1395 Triad Center Dr Ste 4
Saint Peters, MO
Firm
Sommer Investments, L.L.C.

Data Provided by:
Patricia Conway
Conway Financial Group, LLC
(314) 579-9157
390 South Woods Mill Road, Suite 175
Chesterfield, MO
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Heidi French
Heidi French & Associates, LLC
(314) 432-1725
955 Executive Parkway, Suite 221
Creve Coeur, MO
Expertises
Middle Income Client Needs, High Net Worth Client Needs, Newlyweds & Novice Investors, Planning Issues for Unmarried & Same-Sex Couples
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Michael C. Story, CFP®
(636) 925-3000
3827 McClay Rd
Saint Peters, MO
Firm
Money Concepts Wealth Manageme
Areas of Specialization
Accounting, Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning

Data Provided by:
John A Beaudoin, CFP®
(636) 405-5007
300 First Executive Ave Ste D
Saint Peters, MO
Firm
AMERIPRISE FINANCIAL
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Joseph C Knarr, CFP®
(636) 405-5008
300 First Executive ave
St Peters, MO
Firm
Ameriprise Financial
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Business Executives

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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Local Events

GFOA Annual Conference 2018 - Government Finance Officers Association
Dates: 5/6/2018 – 5/9/2018
Location:
Saint Louis
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