Wealth Management Vancouver WA

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.

Robert Pool
Arcadia Investment Advisors
(360) 823-0477
1607 Officers Row
Vancouver, WA
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS, MSFS

Todd Bellamy
Sunrise Fiduciary Financial Services, LLC
(360) 852-8077
601 Main Street, Suite 302
Vancouver, WA
Expertises
Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Hourly Financial Planning Services, Tax Planning, Real Estate Investments, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, CRS, EA, MBA

Jake Engle
Wealth Planning Management, LLC
(360) 566-2095
16th and Columbia Street
Vancouver, WA
Expertises
Advising Entrepreneurs, Ongoing Investment Management, Retirement Plan Investment Advice, Newlyweds & Novice Investors, Planning Issues for Business Owners, Socially Responsible Investments
Certifications
NAPFA Registered Financial Advisor, CASL, CFP®, ChFc

Robert Pool
Arcadia Investment Advisors
(503) 224-4089
825 NE Multnomah Street, Suite 1160
Portland, OR
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, CFS, MSFS

Derek Lenington
Lenington Financial
(503) 928-5585
107 SE Washington Street, Suite 455
Portland, OR
Expertises
Retirement Plan Investment Advice, Cash Flow/Budgets/Credit Issues, Hourly Financial Planning Services, Middle Income Client Needs, Planning Issues for Unmarried & Same-Sex Couples, Investment Advice without Ongoing Management
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Steven Wolfe
Pathfinder Financial Advisors, LLC
(360) 718-6380
4400 NE 77th Ave
Vancouver, WA
Expertises
Retirement Planning & Distribution Rules, Middle Income Client Needs, Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Tax Planning, Hourly Financial Planning Services
Certifications
NAPFA Registered Financial Advisor, CFP®

George Middleton
Limoges Investment Management
(360) 694-2752
1104 Main Street, Suite 320
Vancouver, WA
Expertises
Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BS, CFA, CPA/PFS, MBA

James Corbeau
Maas Capital Advisors, LLC
(888) 354-6227
351 NW 12th Avenue
Portland, OR
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Ryan McClung
McClung Wealth Management
(503) 639-4070
1500 NE Irving, Suite 430
Portland, OR
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Planning Issues for Business Owners, Real Estate Investments, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA/PFS

Marilyn Bergen
CMC Advisers, LLC
(503) 227-5284
4800 S.W. Macadam Avenue, Suite 305
Portland, OR
Expertises
Advising Medical Professionals, Women's Financial Planning Issues, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

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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