Wealth Management Ventura 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
400 Camarillo Ranch Road
Camarillo, 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

Mr. Frank C. Crowley, CFP®
(805) 644-0128
2060 Knoll Dr Ste 101
Ventura, CA
Firm
Horizons Wealth Management

Data Provided by:
Mr. Leon R. Rousso, CFP®
(805) 676-1110
3585 Maple St
Ventura, CA
Firm
Leon Rousso & Associates
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Healthcare Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Business Executives

Data Provided by:
Mr. Richard A. Walton, CFP®
(805) 477-0732
6633 Telephone Rd Ste 122
Ventura, CA
Firm
Law Offices of Richard Albert
Areas of Specialization
Accounting, Estate Planning, Legal Advice, Tax Planning, Tax Preparation

Data Provided by:
Mr. Richard S. Jeffery, CFP®
(805) 644-1224
290 Maple Ct Ste 118
Ventura, CA
Firm
Financial Network Invest Corp
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Men's Finances, Planning for Couples

Data Provided by:
Josette Hewitt
Al Hewitt Inc
(877) 254-9348
400 Camarillo Ranch Road
Camarillo, 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. Stephen H. Wagner, CFP®
(805) 339-0760
1001 Partridge Dr
Ventura, CA
Firm
Wagner Financial Group

Data Provided by:
Mrs. Cynthia Ann Lebus, CFP®
(805) 639-0446
1316 Raven Ave
Ventura, CA
Firm
Vanderbilt Securities LLC
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Elder Care, Employee and Employer Plan Benefits
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Profession: Business Executives

Data Provided by:
Michael Thomas Gardia, CFP®
(805) 642-7365
2075 S Victoria Ave
Ventura, CA
Firm
Chase Investment Services
Areas of Specialization
Asset Allocation, Banking, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



Data Provided by:
Mr. Kent L. Brown, CFP®
(805) 644-5800
5550 Telegraph Rd.
Ventura, CA
Firm
Brown Financial Services
Areas of Specialization
General Financial Planning, Retirement Income Management, Retirement Planning, Sudden Wealth Management, Tax Planning, Tax Preparation, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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



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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