Wealth Management San Antonio TX

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.

Stephen Jones
Stephen T. Jones Financial Services
(210) 804-2255
2632 Broadway, Suite 103 South
San Antonio, TX
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Newlyweds & Novice Investors, Advising Employee Benefit Plan Participants, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA

John Eaton
Summit Wealth Management, Inc.
(210) 349-8517
14100 San Pedro, Ste 210
San Antonio, TX
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Investment Advice without Ongoing Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CRPS

Mr. Ronald Roy Queener, CFP®
1800 Fredericksburg Rd
San Antonio, TX
Firm
USAA

Data Provided by:
Mr. Russell N. Harrison, CFP®
(210) 366-6612
755 E Mulberry Ave Ste 300
San Antonio, TX
Firm
Morgan Stanley

Data Provided by:
Mr. Wilfred R. Morris Jr., CFP®
(210) 735-0653
6243 W Interstate 10 Ste 250
San Antonio, TX
Firm
First Command Financial Planning
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Men's Finances, Retirement Planning, Women's Finances
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Service Professionals

Data Provided by:
Don Pace
Netting & Pace, CPA's
(210) 738-3888
7373 Broadway Street, Suite 400
San Antonio, TX
Expertises
Ongoing Investment Management, Divorce Planning, Estate & Generational Planning Issues, Financial Issues Between Generations, Tax Planning, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, MPA

Mr. Stephen Charles Scott, CFP®
755 E Mulberry Ave Ste 300
San Antonio, TX
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: Not Applicable



Data Provided by:
Mr. Jesse W. Cogley Iii, CFP®
(210) 785-3411
745 E Mulberry Ave Ste 210
San Antonio, TX
Firm
Raymond James and Associates
Areas of Specialization
Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Mrs. Kim Cornwell, CFP®
(210) 581-0433
755 E Mulberry Ave Ste 400
San Antonio, TX
Firm
The Trust Company

Data Provided by:
Mr. Eric J. Lee, CFP®
(210) 856-5151
750 E Mulberry Ave
San Antonio, TX
Firm
Wells Fargo Wealth 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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