Wealth Management Rutland VT

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.

Mr. William C. Root, CFP®
(802) 773-9607
128 Merchants Row
Rutland, VT
Firm
Edward Jones

Data Provided by:
Mr. David L. Frenette, CFP®
(800) 628-2132
PO Box 40
Rutland, VT
Firm
Morgan Stanley Smith Barney

Data Provided by:
Ms. Jessica L. Anderson, CFP®
(802) 775-3200
PO Box 600
Rutland, VT
Firm
UBS Financial Services
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits, Investment Management

Data Provided by:
Mr. John P. Crowley Sr., CFP®
(802) 747-8002
PO Box 518
Rutland, VT
Firm
Kulig & Sullivan, P.C.
Areas of Specialization
Estate Planning

Data Provided by:
Ms. Marilyn Wilson Edgerton, CFP®
(802) 234-5106
PO Box 134
Gaysville, VT
Firm
Financial Advisory Services

Data Provided by:
Mr. Thomas G. Boswell, CFP®
(802) 747-9010
80 West St Ste 101
Rutland, VT
Firm
B & F Financial Analytics, Inc. Rutland VT 05701
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
Mrs. Margaret Jones, CFP®
(802) 772-3251
67 Merchants Row Ste 102
Rutland, VT
Firm
UBS
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning

Data Provided by:
Mr. Ronald N. Lazzaro, CFP®
(802) 773-4115
86 N Main St
Rutland, VT
Firm
Ronald N. Lazzaro PC
Areas of Specialization
Comprehensive Financial Planning

Data Provided by:
Mr. Peter G. Valente, CFP®
(802) 775-2341
92 Grove St
Rutland, VT
Firm
Rosen Valente & Willhaus

Data Provided by:
Citizens Bank - Rutland
(802) 775-0025
47 Merchants Row
Rutland, VT
Type
Branch
Office Hours
Mon: 9AM-5PM
Tue: 9AM-5PM
Wed: 9AM-5PM
Thu: 9AM-5PM
Fri: 9AM-5PM
Sat: na
Sun: na

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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