Wealth Management Valdosta GA

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. Nicholas J. Valenti Jr., CFP®
(229) 247-8005
208 W Park Ave
Valdosta, GA
Firm
Valenti, Rackley, & Associates
Areas of Specialization
Accounting, Asset Allocation, Budget Development, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided by:
Mr. Jeremy M. Davis, CFP®
(229) 219-8426
1215 Baytree Rd
Valdosta, GA
Firm
The Investment Centre (Primevest)
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management, Investment Planning

Data Provided by:
Mr. Frank A. Strickland, CFP®
(229) 259-7830
341 Northside Dr
Valdosta, GA
Firm
Wells Fargo Advisors, LLC
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning

Data Provided by:
Bank of America - Five Points
(229) 249-5040
3030 N. Patterson St.
Valdosta, GA
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday 9-1
Sunday Closed
Drive Up Hours
Monday 8:30-5
Tuesday 8:30-5
Wednesday 8:30-5
Thursday 8:30-5
Friday 8:30-6
Saturday Closed
Sunday Closed

Bank of America - Valdosta Main
(229) 247-6040
106 S. Patterson St.
Valdosta, GA
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday Closed
Sunday Closed
Drive Up Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday Closed
Sunday Closed

Mr. Curtis G. Fowler, CFP®
(912) 244-1559
PO Box 1887
Valdosta, GA
Firm
Fowler, Holley, Rambo & Stalve

Data Provided by:
Mr. Nathan B. Brown Jr., CFP®
(229) 244-2772
2407 Andover Dr
Valdosta, GA
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Bank of America - Baytree
(229) 249-5050
2001 Baytree Rd.
Valdosta, GA
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits, Drive Up
Indoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Deposit Image
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-6
Saturday 9-1
Sunday Closed
Drive Up Hours
Monday 8:30-5
Tuesday 8:30-5
Wednesday 8:30-5
Thursday 8:30-5
Friday 8:30-6
Saturday Closed
Sunday Closed

SunTrust Bank
(229) 219-7214
340 Norman Drive
Valdosta, GA
Type
ATM, In store Branch, Weekend Hours
Office Hours
Monday: 9:30-7
Tuesday: 9:30-7
Wednesday: 9:30-7
Thursday: 9:30-7
Friday: 9:30-7 Weekend: Sat 9:30-4

Regions Bank - Downtown Valdosta
(229) 245-5701
509 North Patterson Street
Valdosta, GA
Type
Branch
Office Hours
M-Th 9:00-4:00
F 9:00-6:00
S CLOSED
Su NA
Drive Up Hours
M-Th 9:00-5:00
F 9:00-6:00
S CLOSED
Su NA

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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