Wealth Management Victorville 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.

Mr. Daniel R. Dever, CFP®
(760) 245-8962
14075 Hesperia Rd Ste 202
Victorville, CA
Firm
Crown Capital

Data Provided by:
Mr. Mark C Huhn, CFP®
(858) 551-6318
Charles Schwab
La Jolla, CA
Firm
Charles Schwab
Areas of Specialization
Investment Management

Data Provided by:
Mr. David M. Stern, CFP®
(909) 336-3131
PO Box 39
Lake Arrowhead, CA
Firm
The Planners Network, Inc.
Areas of Specialization
Investment Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Wells Fargo - Hesperia & Silica
(760) 245-1641
12595 Hesperia Rd Ste A
Victorville, CA
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat 09:00 AM-01:00 PM
Sun Closed

Bank of America - Victorville
(760) 243-6855
14723 7th St
Victorville, CA
Type
Banking Center
Services
Banking Center Services: Commercial Deposits
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 9-6
Tuesday 9-6
Wednesday 9-6
Thursday 9-6
Friday 9-6
Saturday 9-2
Sunday Closed

Ms. Alice Y. Wright, CFP®
(760) 985-6915
20258 US Highway 18
Apple Valley, CA
Firm
Kamonie Financial Services, LLC
Areas of Specialization
Accounting, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Mark P. Yates, CFP®
(714) 384-4144
16183 olalee rd
Apple Valley, CA
Firm
Securities America
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Healthcare Planning, Insurance Planning
Key Considerations
Average Income: $500,001 - $1,000,000

Profession: Medical/Dental Professionals

Data Provided by:
Chase Bank
(760) 245-5327
12690 Hesperia Rd
Victorville, CA
Type
Freestanding
Office Hours
Mon:9:00-6:00
Tues:9:00-6:00
Wed:9:00-6:00
Thurs:9:00-6:00
Fri:9:00-6:00
Sat:9:00-4:00
Sun:closed

Bank of America - South Victorville
(760) 843-6737
12682 Amargosa Rd
Victorville, CA
Type
Banking Center
Services
Banking Center Services: Commercial Deposits
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Multi-Check Deposit, Drive Up, Deposit Image
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-6
Tuesday 9-6
Wednesday 9-6
Thursday 9-6
Friday 9-6
Saturday 9-2
Sunday Closed

Wells Fargo - Victorville
(760) 843-4111
12527 Hesperia Rd
Victorville, CA
Type
Branch
Office Hours
Mon-Fri 09:00 AM-06:00 PM
Sat 09:00 AM-04:00 PM
Sun Closed

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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