Wealth Management Oshkosh WI

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. Bryan Drager, CFP®
(920) 426-3376
2331 Enterprise Dr
Oshkosh, WI
Firm
Ameriprise Financial Services, Inc.
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Retirement Income Management

Data Provided by:
Mr. James R. Stahl, CFP®
(920) 235-0590
520 N Koeller St
Oshkosh, WI
Firm
Schenck SC
Areas of Specialization
Accounting, Business Succession Planning, Charitable Giving, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mrs. Cassandra Nf Dorn, CFP®
(920) 230-6898
2391 Enterprise Dr
Oshkosh, WI
Firm
Provident Financial Consultants
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Investment Planning

Data Provided by:
Mr. John M. Schorse, CFP®
(920) 426-2557
2375 State Road 44 Ste B
Oshkosh, WI

Data Provided by:
Mr. Michael L. Scott, CFP®
(920) 236-6587
222 Ohio St
Oshkosh, WI
Firm
Independence Financial, LLC
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Data Provided by:
Mr. Brent A. Antti, CFP®
(920) 426-3376
2331 Enterprise Dr.
Oshkosh, WI
Firm
Ameriprise Finanacial

Data Provided by:
Mr. Roy A. Duxstad, CFP®
(920) 233-4650
1918 S Washburn St
Oshkosh, WI
Firm
Duxstad Fletcher Wealth Planni
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Retirement Income Management, Tax Planning, Wealth Management
Key Considerations
Profession: Not Applicable

Data Provided by:
Ms. Mary P. Wiedenmeier, CFP®
(920) 230-6898
2391 Enterprise Dr
Oshkosh, WI
Firm
LPL Financial Services
Areas of Specialization
Estate Planning, General Financial Planning, Insurance Planning, Investment Management, LGBT Individuals and Couples, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Ross A. Mueller, CFP®
(920) 230-3054
2900 Universal Street
Oshkosh, WI
Firm
LPL Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Thomas A. Casiana, CFP®
(920) 582-0171
5171 N Harbour Dr
Winneconne, WI
Firm
TAC Services
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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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