Wealth Management Roswell NM

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. Claudette L. Foster, CFP®
(575) 625-9282
110 W Country Club Rd Ste 2
Roswell, NM
Firm
Financial Network Invest Corp

Data Provided by:
Wells Fargo - Roswell South
(575) 622-3447
1401 S Main St
Roswell, NM
Type
Branch
Office Hours
Mon-Thu 08:30 AM-05:00 PM
Fri 08:30 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Wells Fargo - Roswell North
(575) 622-3494
2900 N Main St
Roswell, NM
Type
Branch
Office Hours
Mon-Thu 08:30 AM-05:00 PM
Fri 08:30 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Wells Fargo - Dexter
(575) 734-5462
113 S Lincoln Ave
Dexter, NM
Type
Branch
Office Hours
Mon-Fri 09:00 AM-05:00 PM
Sat-Sun Closed

Chaves County Farm & Livestock Bureau
(575) 622-6860
701 S Atkinson Ave
Roswell, NM
 
Mr. Brian D. Stokes, CFP®
(575) 624-1812
110 W College Blvd Ste B
Roswell, NM
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Planning, Legal Advice, Retirement Income Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Bank of America - Roswell Main
(575) 624-5008
500 N. Main St.
Roswell, NM
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-5
Saturday Closed
Sunday Closed

Wells Fargo - Roswell
(575) 622-3441
400 N Pennsylvania Ave
Roswell, NM
Type
Branch
Office Hours
Mon-Thu 08:30 AM-05:00 PM
Fri 08:30 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

Midwest Financial
(575) 622-5552
2415 N Main St
Roswell, NM
 
Farm Bureau Financial Services
(575) 623-1020
1 Grand Avenue Plz
Roswell, NM
 
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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