Wealth Management Puyallup 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.

Troy Sapp
Commencement Financial Planning, LLC
(253) 820-6432
611 N. Fife Street
Tacoma, WA
Expertises
Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Tax Planning, Ongoing Investment Management, High Net Worth Client Needs, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Robert B. Gulrajani, CFP®
(253) 435-4485
9204 150th Street Ct E
Puyallup, WA
Firm
Robert B Gulrajani, CPA
Areas of Specialization
Accounting, Comprehensive Financial Planning, Debt Management, Estate Planning, General Financial Planning, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $100,000 or less

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



Data Provided by:
Ms. Jeanette Wheeler, CFP®
(253) 446-1957
3021 Meridian Ave E
Edgewood, WA
Firm
Financial Network
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Service Professionals

Data Provided by:
Mr. Frank Vincent Gallo, CFP®
(253) 770-8118
2832 S Meridian
Puyallup, WA
Firm
Financial Planners Northwest
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Investment Management, Real Estate
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Mr. Joseph R Cilley, CFP®
(253) 435-4943
222 39th Ave SW
Puyallup, WA
Firm
US Bancorp Investments, Inc.
Areas of Specialization
Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Peter John Laney, CFP®
(253) 848-1642
11627 62nd Ave E
Puyallup, WA
Firm
Mountain View Financial Planni
Areas of Specialization
General Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Scott P. Hurst, CFP®
(253) 770-1113
2832 S Meridian
Puyallup, WA
Firm
Scott P. Hurst & Associates
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Management, Long-Term Care

Data Provided by:
Mr. Donald W. Coplin, CFP®
(253) 848-2840
315 39th Ave SW
Puyallup, WA
Firm
Edgecombe & Coplin Wealth Stra
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Modern Woodmen of America
(253) 256-1575
12303 Meridian ESuite 103
Puyallup, WA
 
Mr. Matthew Scott Weber, CFP®
(253) 445-2423
2921 5th Ave NE Ste 150
Puyallup, WA
Firm
Thrivent Financial
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management

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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