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Wealth Management York PA

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.

William Heidig
FiscalWise, Inc.
(610) 891-7760
1756 Columbia Avenue
Lancaster, PA
Expertises
Retirement Planning & Distribution Rules, Advising Entrepreneurs, Women's Financial Planning Issues, Advising Medical Professionals, Planning Issues for Business Owners, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, BS, CFP®, MBA

Mr. James P. O'Mara, CFP®
(717) 840-0031
3214 E Market St
York, PA
Firm
O'MARA & COMPANY FINANCIAL ADV
Areas of Specialization
Asset Allocation, Business Succession Planning, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Christopher L. Johnson, CFP®
(717) 751-1281
3411 Concord Rd
York, PA
Firm
Wells Fargo Advisors
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Thomas A. Stickney, CFP®
(717) 751-2671
2550 Kingston Rd Ste 301
York, PA
Firm
Ameriprise Financial Services,
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

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

Profession: Not Applicable

Data Provided by:
Mr. Lee C. Gutshall Jr., CFP®
(717) 755-2005
2550 Kingston Rd Ste 307
York, PA
Firm
Ameriprise Financial Services,
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

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

Profession: Not Applicable

Data Provided by:
Mr. Jason P Thorne, CFP®
(717) 505-9796
2600 Eastern Blvd
York, PA
Firm
Keystone Financial Strategies
Areas of Specialization
Comprehensive Financial Planning, Investment Management

Data Provided by:
Mr. James D. Adelsperger, CFP®
(717) 741-0004
235 Saint Charles Way Ste 250
York, PA
Firm
SFC Asset Management, Inc.
Areas of Specialization
Accounting, General Financial Planning, Investment Management, Investment Planning, Tax Planning, Tax Preparation
Key Considerations
Average Net Worth: $500,001 - $1,000,000

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

Profession: Not Applicable

Data Provided by:
Mr. David L. Dolan, CFP®
(717) 718-1600
224 Saint Charles Way
York, PA
Firm
ECA Investment Group Inc.

Data Provided by:
Mrs. Emily B. Weaver, CFP®
(717) 600-0315
2555 Kingston Rd Ste 205
York, PA
Firm
Waddell and Reed

Data Provided by:
Mr. Leon I. Butler, CFP®
(717) 848-1933
PO Box 135
York, PA
Firm
Butler Gingerich & Co

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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