Wealth Management Santa Fe 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.

Sabato (Sam) DeLuca
Santa Fe Capital Management
(505) 820-1177
3600 Rodeo Lane, Suite B-2
Santa Fe, NM
Expertises
Women's Financial Planning Issues, Socially Responsible Investments, Planning Concerns for Corporate Executives, Financial Issues Between Generations, Divorce Planning, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, CFP®

Michelle R. Parker, CFP®
(505) 946-5932
121 Sandoval Street
Santa Fe, NM
Firm
Wells Fargo Advisors

Data Provided by:
Robert Martinez
141 E. Palace Ave
Santa Fe, NM
Company
Title: Financial Advisor
Company: UBS Financial Services
Type
Investment Advisor Rep: Yes
Registered Investor: Yes
Education
J.D., Boalt Hall School of Law, Berkeley, CA
B.A., U.C. Berkeley, Berkeley, CA
Years Experience
Years Experience: 8
Service
Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Asset Protection Strategies & Planning,Fee-Only Comprehensive Financial Planning,Alternative Asset Class Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Accumulation Planning,Hourly Financial Planning Engagements,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succe

Data Provided by:
Thomas Martin, CFP®
(505) 474-7526
2801 Rodeo Rd Ste D
Santa Fe, NM
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Thomas C. Schwab, CFP®
(505) 466-2313
18 Cagua Rd
Santa Fe, NM
Firm
T.C. Schwab Financial Planning LLC
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Planning, LGBT Individuals and Couples, Retirement Planning, Tax Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Roger Asel
Certified Financial Strategies
(972) 702-8121
40 Calle Encanto
Tesuque, NM
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Estate & Generational Planning Issues, Retirement Plan Investment Advice, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Keith M. Fallis, CFP®
(505) 989-5106
141 E. Palace Ave.
Santa Fe, NM
Firm
UBS Financial Services, Inc.
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Long-Term Care
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Ms. Lisa A Mason, CFP®
(505) 992-1150
300 Galisteo St
Santa Fe, NM
Firm
Ameriprise Financial Services,
Areas of Specialization
Budget Development, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Investment Management, Retirement Income Management

Data Provided by:
Ms. Kathleen N. Reyes, CFP®
(505) 665-5115
4421 Autumn Leaf Ln
Santa Fe, NM
Firm
Kathleen N. Reyes, C.P.A., C.F.P.

Data Provided by:
Mr. John F. Brunett, CFP®
(505) 954-7162
2009 Galisteo St.
Santa Fe, NM
Firm
Los Alamos National Bank

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....

Click here to read the rest of this article at Zacks.com