Wealth Management Saint George UT

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.

Karl Ashliman
Malvern Capital Management, LLC
(435) 656-0718
190 Shadow Point Drive
St. George, UT
Expertises
Ongoing Investment Management, College/Education Planning, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Dan Wyson, CFP®
(435) 986-9525
1173 S 250 W Ste 505
Saint George, UT
Firm
Wyson Financial
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Investment Management, Retirement Planning, Risk Management, Sudden Wealth Management

Data Provided by:
Darin J. Atkinson, CFP®
(435) 628-8248
1060 S Main St Ste 2
Saint George, UT
Firm
Northwestern Mutual
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Kevan B. Matheson, CFP®
(435) 652-7004
170 S River Rd
Saint George, UT
Firm
PrimeVest Financial Services, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Healthcare Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Jeffrey T Brimhall, CFP®
(800) 735-1601
20 N Main St Ste 400
Saint George, UT
Firm
Soltis Investment Advisors
Areas of Specialization
Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning

Data Provided by:
Jeffrey J Monson, CFP®
(435) 674-8162
1 S Main St
Saint George, UT
Firm
Wells Fargo
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Retirement Planning

Data Provided by:
Mr. Chad E. Loveland, CFP®
(435) 275-2810
1150 South Bluff St.
Saint George, UT
Firm
Crosier-Loveland Financial.
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Long-Term Care
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided by:
Mr. Lester M. Halstead Jr., CFP®
(435) 673-9599
640 East 700 South, Suite 302
St. George, UT
Firm
Brock and Associates, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Cross-Border Planning, Debt Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
L. Lamond Syphus, CFP®
(435) 619-5733
20 N Main St Ste 301
Saint George, UT
Firm
Wall Street Financial Group
Areas of Specialization
General Financial Planning, Investment Planning, Retirement Income Management, Retirement Planning

Data Provided by:
Mr. James C. Abel Jr., CFP®
(435) 688-8800
1173 S 250 W Ste 212
Saint George, UT
Firm
Raymond James
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Medical/Dental Professionals

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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