Wealth Management Winchester VA

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.

Christine Mistr
Dominion Financial Consultants, LLC
(540) 535-0505
45 East Boscawen Street, 3rd Floor
Winchester, VA
Expertises
Tax Planning, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Hourly Financial Planning Services, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CPA/PFS, JD

Archibald Hoxton
Hoxton Financial, Inc.
(540) 450-1500
35 North Braddock Street
Winchester, VA
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Estate & Generational Planning Issues, Advising Medical Professionals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, AAMS, AIF, CFP®

Mr. Jeremy D. Nichols, CFP®
(540) 662-5233
24 W Piccadilly St
Winchester, VA
Firm
Winchester Wealth Management

Data Provided by:
Mr. John R. Clawson, CFP®
(540) 662-4642
2971 Valley Ave
Winchester, VA
Firm
Waddell & Reed Financial Advisors
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Paul Magness, CFP®
(540) 723-2467
440 W Jubal Early Dr Ste 260
Winchester, VA
Firm
Morgan Stanley
Areas of Specialization
Comprehensive Financial Planning, Government and Military, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided by:
Julia Connell
Hoxton Financial, Inc.
(540) 450-1500
35 North Braddock Street
Winchester, VA
Expertises
High Net Worth Client Needs, Advising Medical Professionals, Helping Clients Identify & Achieve Goals, Ongoing Investment Management, Women's Financial Planning Issues
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Blaine Dunn
Dunn Financial Advisors, LLC
(540) 665-8006
115 Bedford Drive
Winchester, VA
Expertises
Ongoing Investment Management, Planning Issues for Business Owners, Retirement Planning & Distribution Rules, Advising Medical Professionals, Tax Planning, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MA

Mrs. Julia M Connell, CFP®
(540) 450-1500
35 N. Braddock Street
Winchester, VA
Firm
Hoxton Financial, Inc.

Data Provided by:
Mr. J. Stephen Bauserman, CFP®
(703) 667-4272
609 S Braddock St
Winchester, VA
Firm
Bauserman Financial Services,Inc.
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Thomas E. Stine, CFP®
(540) 450-1500
35 N Braddock St
Winchester, VA
Firm
HFI Wealth Management
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning

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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