Wealth Management Yakima 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.

Mr. Paul J. Merz, CFP®
(509) 823-2986
610 N. 39th Ave.
Yakima, WA
Firm
CliftonLarsonAllen LLP

Data Provided by:
Mr. Benjamin J. Rickey, CFP®
(509) 543-9070
3908 Creekside Loop STE 100
Yakima, WA
Firm
Leonard Rickey Investment Advisors
Areas of Specialization
Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, Intergenerational Planning, Investment Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
Mr. Clark L. Permann, CFP®
(509) 965-5654
115 N 50th Ave
Yakima, WA
Firm
Financial Management, Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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

Profession: Not Applicable

Data Provided by:
Anthony Joseph Farina, CFP®
(509) 469-5030
402 E Yakima Ave Ste 130
Yakima, WA
Firm
Capital Advisors Wealth Management
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Data Provided by:
Mr. Armand A. Doucette, CFP®
(509) 469-5033
402 E Yakima Ave Ste 130
Yakima, WA
Firm
Wachovia Securities

Data Provided by:
Joy S Stenehjem, CFP®
(509) 972-3686
3908 Creekside Loop Ste 100
Yakima, WA
Firm
Leonard Rickey Investment Advisors

Data Provided by:
Ms. Terry A. Cook, CFP®
(509) 480-1859
4001 Summitview Ave
Yakima, WA
Firm
Financial Management Inc.

Data Provided by:
Mr. Kenneth Edward Reeves, CFP®
(509) 966-4811
PO Box 8232
Yakima, WA
Firm
Reeves Financial Services

Data Provided by:
Mr. Ryan L Franklin, CFP®
(509) 834-2458
402 East Yakima Avenue, Suite 110
Yakima, WA
Firm
Moss Adams Wealth Advisors, LLC
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000



Data Provided by:
US Bank - Yakima Main Office
(509) 575-3502
404 W Yakima Ave
Yakima, WA
Languages
Spanish
Drive Up Hours
Mon 09:30 am to 05:00 pm
Tue 09:30 am to 05:00 pm
Wed 09:30 am to 05:00 pm
Thur 09:30 am to 05:00 pm
Fri 09:30 am to 06:00 pm

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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