Wealth Management West Palm Beach 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.

Robert Keats
Keats, Connelly and Associates, LLC
(561) 569-7401
1880 N. Congress Avenue, Suite 302
Boynton Beach, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Financial Issues Between Generations, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, Charitable Giving - Trusts & Foundations
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MSFS

Michael Pilato
Quantum Financial Advisors, Inc.
(561) 350-1632
2407 Quantum Blvd.
Boynton Beach, FL
Expertises
Hourly Financial Planning Services, College/Education Planning, Middle Income Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, CPA, MBA

Penny Marlin
Marlin Financial
(561) 381-0867
13129 Aliso Beach Drive
Delray Beach, FL
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Hourly Financial Planning Services, Charitable Giving - Trusts & Foundations, Women's Financial Planning Issues, Helping Clients Identify & Achieve Goals
Certifications
NAPFA Registered Financial Advisor, CFP®, MA

Mr. Aaron P. Jackson, CFP®
(561) 688-6306
580 Village Blvd
West Palm Beach, FL
Firm
VALIC

Data Provided by:
Mr. David M. Allen, CFP®
(954) 415-1392
580 Village Blvd ste 160
West Palm Beach , FL
Firm
VALIC
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Medical/Dental Professionals

Data Provided by:
Dale Walters
Keats, Connelly and Associates, LLC
(561) 569-7401
1880 N. Congress Avenue, Suite 302
Boynton Beach, FL
Expertises
High Net Worth Client Needs, Estate & Generational Planning Issues, College/Education Planning, Tax Planning
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, CPA/PFS

Patrick Horan
Horan Capital Management, LLC
(561) 350-1410
6111 Via Venetia N
Delray Beach, FL
Expertises
High Net Worth Client Needs, Retirement Planning & Distribution Rules, Retirement Plan Investment Advice, Ongoing Investment Management, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, ChFc

Mr. Dennis S. Gelfand, CFP®
(561) 686-2252
380 Columbia Dr.
West Palm Beach, FL
Firm
Hough, Gelfand & Assoc., P.A.
Areas of Specialization
Accounting, General Financial Planning, Tax Planning, Tax Preparation

Data Provided by:
Mr. Henry I. Pritchatt, CFP®
(561) 242-7990
603 Village BLVD.
West Palm Beach, FL
Firm
H I Pritchatt & Associates
Areas of Specialization
Accounting, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Steve A. Goindoo, CFP®
(561) 686-1110
420 Columbia Drive, Suite 110
West Palm Beach , FL
Firm
Divine, Blalock, Martin & Sell

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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