Wealth Management Olympia WA

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.

Deborah Kelley
NR Smith and Associates, PS
(360) 754-9475
2120 Caton Way SW
Olympia, WA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Advising Employee Benefit Plan Participants, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, EA

Norman Smith
NR Smith and Associates, PS
(360) 754-9475
2120 Caton Way SW
Olympia, WA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners, Estate & Generational Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, AAMS, BA, CFP®, CPA/PFS, MBA

Gregory Stapp
Stapp Financial Planning, PLLC
(360) 754-8895
1800 Cooper Point Road SW, Building 10
Olympia, WA
Expertises
Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BA, CFP®, CPA/PFS, MS

Brian J Cockrell, CFP®
(800) 843-7564
724 Columbia St NW Ste 350
Olympia, WA
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000



Data Provided by:
Ms. Candice E. Mills, CFP®
(360) 923-4523
1020 5th Ave SE
Olympia, WA
Firm
TwinStar Financial Advisors

Data Provided by:
Bruce Stoltenberg
SoundView Advisors
(360) 867-9890
1441 West Bay Drive, Suite 201
Olympia, WA
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, JD

Ben Jennings
SoundView Advisors
(360) 867-9890
1441 West Bay Drive, Suite 201
Olympia, WA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Insurance Related Issues, including Annuities, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CLU, CPA/PFS

Nancy Nelson
Nancy C. Nelson & Associates, Inc.
(360) 754-2663
5326 110th Avenue SW
Olympia, WA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, College/Education Planning, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MS

Ms. Leanne S. Kramer, CFP®
(360) 704-2244
724 Columbia St NW
Olympia, WA
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Steve W. Gideon, CFP®
(360) 943-2500
300 Deschutes Way SE
Tumwater, WA
Firm
Raymond James Financial Servic
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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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