Wealth Management Pensacola FL

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.

Edward Rose
Bayside Wealth Management, LLC
(850) 437-0210
3 West Garden Street, Suite 710
Pensacola, FL
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Advising Entrepreneurs, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. Michael C. Hall, CFP®
(850) 444-7203
316 S Baylen St
Pensacola, FL
Firm
Warren Averett O'Sullivan Creel
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Investment Management, Investment Planning, Wealth Management
Key Considerations
Average Net Worth: $5,000,001 or more

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

Profession: Self-Employed Business Owners

Data Provided by:
Ms. Donna L. Jordan, CFP®
(850) 433-3386
625 East Romana Street
Pensacola, FL
Firm
Money Professionals LLC
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Life Transitions
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Jonathan L. Warren, CFP®
25 W Cedar St Ste 600
Pensacola, FL
Firm
Stifel, Nicolaus & Company Inc.
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. John D. Fromularo, CFP®
(850) 439-4052
501 Commendencia St Ste 2
Pensacola, FL
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Estate Planning, Government and Military, Investment Management, Retirement Income Management, Social Security Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Phillip Walker
Bayside Wealth Management, LLC
(850) 437-0210
3 West Garden Street, Suite 710
Pensacola, FL
Expertises
Advising Medical Professionals, Estate & Generational Planning Issues, Financial Issues Between Generations, High Net Worth Client Needs, Planning Issues for Business Owners, Tax Planning
Certifications
NAPFA Registered Financial Advisor, JD, MBA

Mr. Phillip B. Walker, CFP®
(850) 437-0210
3 W Garden St
Pensacola, FL
Firm
Walker Wealth Advisors, LLC
Areas of Specialization
Asset Allocation, Business Succession Planning, Estate Planning, Intergenerational Planning, Life Transitions, Retirement Planning, Wealth Management
Key Considerations
Profession: Government Employees

Data Provided by:
Mr. Jeffrey P Helms, CFP®
(850) 444-7272
316 S. Baylen Street Suite 300
Pensacola, FL
Firm
Warren Averett Asset Management

Data Provided by:
Mr. Thomas J. Henriques Sr., CFP®
(850) 435-3797
730 Bayfront Pkwy Ste 3A
Pensacola, FL
Firm
AXA Advisors, LLC
Areas of Specialization
Accounting, Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Estate Planning, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Ms. Celeste H Whisenant, CFP®
(850) 435-0524
1025 C West Moreno Street
Pensacola, FL
Firm
MetLife Resources

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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