Wealth Management Tallahassee FL

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. René Bruer, CFP®
(850) 402-8022
304 E Tennessee St Fl 2
Tallahassee, FL
Firm
Invest Financial
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Risk Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Business Executives

Data Provided by:
Charles Edwin Hatch, CFP®
318 N Calhoun St
Tallahassee, FL
Firm
Allen, Mooney, & Barnes Inv. Adv.

Data Provided by:
Ms. Claudia L. Sachs, CFP®
(850) 414-7290
2521 Blairstone Rd
Tallahassee, FL
Firm
First Florida Investment Services
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, General Financial Planning, Government and Military, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Government Employees

Data Provided by:
Ms. Theresa G. Jackson, CFP®
(850) 222-4014
511 Beverly St
Tallahassee, FL
Firm
Terri G. Jackson, CFP
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, General Financial Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Brady R. Squires, CFP®
(850) 599-8996
215 S Monroe St Ste 300
Tallahassee, FL
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Ms. Jennifer Rupert, CFP®
215 S Monroe Street
Tallahassee, FL
Firm
Merrill Lynch
Areas of Specialization
Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Data Provided by:
Ms. Janice R. White, CFP®
(850) 402-7768
304 E. Tennessee Street
Tallahassee, FL
Firm
Capital City Trust Company

Data Provided by:
Mr. Larry J Dipietro, CFP®
(850) 402-8028
Capital City Banc Investments
Tallahassee, FL
Firm
Invest Financial
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Life Transitions, Long-Term Care, Planning for Couples, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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



Data Provided by:
Mr. Michael A. Bell, CFP®
(850) 562-7526
1331 E Lafayette St Ste B
Tallahassee, FL
Firm
Michael A. Bell, CFP(R)
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Michael F Robinson, CFP®
(850) 599-8908
215 S Monroe St
Tallahassee, FL
Firm
Merrill Lynch
Areas of Specialization
Banking, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Securities
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

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