Wealth Management Santa Clarita CA

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.

Alan E. Hewitt
Al Hewitt Inc
(877) 254-9348
1120 West Ave M-4
Palmdale, CA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Tax Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AAMS, ATA, ATP, CFP®, EA, AWMA

Peter James Waschak, CFP®
(661) 645-8362
27550 Alta Knoll Dr
Santa Clarita, CA
Firm
Peter Waschak Financial Services
Areas of Specialization
Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. David L. Weible, CFP®
(661) 291-2500
27200 Tourney Rd Ste 201
Valencia, CA
Firm
Envision Wealth Management
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. Leon Francis Smith, CFP®
(661) 255-8552
25752 Sarape Ct
Valencia, CA
Firm
LEON F. SMITH

Data Provided by:
Mr. Michael L. Green, CFP®
(661) 257-4111
25115 Avenue Stanford
Santa Clarita, CA
Firm
Michael L. Green Tax & Financial
Areas of Specialization
Asset Allocation, Divorce Issues, Education Planning, Estate Planning, Insurance Planning, Retirement Planning, Tax Planning

Data Provided by:
Josette Hewitt
Al Hewitt Inc
(877) 254-9348
1120 West Ave M-4
Palmdale, CA
Expertises
Women's Financial Planning Issues, Advising Medical Professionals, Tax Planning, Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, AAMS, ABA, ATA, ATP, CFP®, EA

Mr. Robert Sam Piscitello, CFP®
(661) 222-2540
25370 Diamond Pl.
Santa Clarita, CA
Firm
RBP Financial Services

Data Provided by:
Mr. Soonho Kwon, CFP®
(818) 331-7852
23307 Mariner Ln
Santa Clarita, CA
Firm
SK Financial Group
Areas of Specialization
Accounting, Comprehensive Financial Planning, Education Planning, Investment Planning, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. R. Christopher Verbeck, CFP®
(661) 259-5559
25152 Springfield Court
Valencia, CA
Firm
Wealth Planning Group, Inc.
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Phil R. Schramm, CFP®
(661) 294-9555
27951 Smyth Dr.
Valencia, CA
Firm
Schramm Financial Group

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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