Wealth Management Pueblo CO

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.

Ms. Corinne G. Koehler, CFP®
(719) 296-8657
200 W B St
Pueblo, CO
Firm
Wells Fargo Adviosrs-FINET
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Michael G. Salardino, CFP®
(719) 544-9071
310 E Abriendo Ave
Pueblo, CO
Firm
Security Service Investments

Data Provided by:
US Bank - Pueblo Central Office
(719) 545-0104
503 N Main St
Pueblo, CO
Languages
Spanish
Drive Up Hours
Mon 07:30 am to 06:00 pm
Tue 07:30 am to 06:00 pm
Wed 07:30 am to 06:00 pm
Thur 07:30 am to 06:00 pm
Fri 07:30 am to 06:00 pm
Sat 09:00 am to 12:00 pm

Wells Fargo - Pueblo
(719) 549-3909
201 W 8Th St
Pueblo, CO
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat-Sun Closed

US Bank - Belmont Bonforte Drive-Up
(719) 545-7691
1130 Bonforte
Pueblo, CO
Languages
Spanish
Drive Up Hours
Mon 07:30 am to 06:00 pm
Tue 07:30 am to 06:00 pm
Wed 07:30 am to 06:00 pm
Thur 07:30 am to 06:00 pm
Fri 07:30 am to 06:00 pm
Sat 09:00 am to 12:00 pm

Mrs. Martha J. Wilcoxson, CFP®
(719) 545-6499
601 Court St
Pueblo, CO
Firm
Martha J. Wilcoxson
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Education Planning, Elder Care, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Robert N. Jurasic, CFP®
(719) 564-7789
1325 S Prairie Ave Ste 2
Pueblo, CO
Firm
National Planning Corporation
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Investment Planning, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
US Bank - Pueblo 1st Street Office
(719) 545-0104
600 Court St
Pueblo, CO
Drive Up Hours
Mon 07:30 am to 06:00 pm
Tue 07:30 am to 06:00 pm
Wed 07:30 am to 06:00 pm
Thur 07:30 am to 06:00 pm
Fri 07:30 am to 06:00 pm
Sat 09:00 am to 01:00 pm

US Bank - Belmont Office
(719) 545-7691
1018 Constitution Rd
Pueblo, CO
Languages
Spanish
Drive Up Hours
Mon 07:30 am to 06:00 pm
Tue 07:30 am to 06:00 pm
Wed 07:30 am to 06:00 pm
Thur 07:30 am to 06:00 pm
Fri 07:30 am to 06:00 pm
Sat 09:00 am to 12:00 pm

Wells Fargo - Pueblo North
(719) 586-3149
3000 Hart Rd
Pueblo, CO
Type
Branch
Office Hours
Mon-Fri 07:30 AM-06:00 PM
Sat 09:00 AM-03:00 PM
Sun Closed

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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