Wealth Management Roanoke VA

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.

Andrew Hudick
Fee-Only Financial Planning, L.C.
(540) 342-7102
355 Campbell Avenue SW
Roanoke, VA
Expertises
Ongoing Investment Management, Advising Medical Professionals, Retirement Planning & Distribution Rules, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, MS

Pamela Poldiak
Partners in Financial Planning, LLC
(540) 444-2930
421 South College Avenue
Salem, VA
Expertises
Advising Medical Professionals, Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

Mr. Mark J. Bukowski, CFP®
(540) 563-6113
201 S Jefferson St Ste A
Roanoke, VA
Firm
Wells Fargo
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: $5,000,001 or more

Average Income: $1,000,001 or more

Profession: Self-Employed Business Owners

Data Provided by:
John H. Saunders, CFP®
(540) 855-3380
10 S. Jefferson St.; Suite 1050
Roanoke, VA
Firm
UBS Financial Services Inc.
Areas of Specialization
Wealth Management
Key Considerations
Average Net Worth: $5,000,001 or more

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

Profession: Not Applicable

Data Provided by:
Mr. Maynard L. Keller Jr., CFP®
(540) 904-1670
PO Box 11785
Roanoke, VA
Firm
American Financial Planning, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Tax Preparation
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Cynthia Petzold
CommonWealth Financial Planning, LLC
(540) 772-0474
PO Box 21164
Roanoke, VA
Expertises
Hourly Financial Planning Services, Investment Advice without Ongoing Management, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

James Pearman
Partners in Financial Planning, LLC
(540) 444-2930
421 South College Avenue
Salem, VA
Expertises
Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Advising Medical Professionals, Charitable Giving - Trusts & Foundations, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Mr. David L. Griffith, CFP®
(540) 983-1383
10 South Jefferson Street
Roanoke, VA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Insurance Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Dan Green, CFP®
(540) 510-3700
10 S Jefferson St Ste 910
Roanoke, VA
Firm
Wells Fargo Advisors, LLC.

Data Provided by:
Mr. Vance C Barrett, CFP®
(540) 588-3881
10 Franklin Rd SE Ste 201
Roanoke, VA
Firm
SunTrust Banks Inc.

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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