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Wealth Management Yuma AZ

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. Jay L. Laughlin, CFP®
(928) 783-4797
1979 E 16th St Ste 6
Yuma, AZ
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided by:
Mr. Brian L Compton, CFP®
(928) 343-4239
170 W. 16th Street
Yuma, AZ
Firm
Chase Investment Services
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Planning

Data Provided by:
Wells Fargo - Yuma 24Th & B
(928) 341-2480
2507 S Ave B
Yuma, AZ
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat 09:00 AM-02:00 PM
Sun Closed

Wells Fargo - Yuma Main
(928) 329-7630
1 E 16Th St
Yuma, AZ
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat 09:00 AM-02:00 PM
Sun Closed

Bank of America - Yuma 4th Avenue
(928) 782-9844
1315 4th Ave
Yuma, AZ
Type
Banking Center
Services
Banking Center Services: Commercial Deposits, Night 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 9-5
Tuesday 9-5
Wednesday 9-5
Thursday 9-5
Friday 9-6
Saturday 9-1
Sunday Closed

Mr. Steven J. Schulte, CFP®
(928) 726-9536
3150 S. Catalina Drive #2
Yuma, AZ
Firm
Wealthcare Financial
Areas of Specialization
Estate Planning, General Financial Planning, Insurance 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:
Wells Fargo - Cielo Verde
(928) 317-3700
8225 E 32Nd St
Yuma, AZ
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat 09:00 AM-02:00 PM
Sun Closed

Chase Bank
(928) 343-4265
1580 S Ave B
Yuma, AZ
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:9:00-1:00
Sun:closed

Wells Fargo - 8Th Avenue & Catalina
(928) 341-1368
790 W Catalina Dr
Yuma, AZ
Type
Branch
Office Hours
Mon-Thu 09:00 AM-05:00 PM
Fri 09:00 AM-06:00 PM
Sat 09:00 AM-02:00 PM
Sun Closed

Wells Fargo - Yuma
(928) 329-7564
500 W 24Th St
Yuma, AZ
Type
In-Store Branch
Office Hours
Mon-Sat 08:00 AM-06:00 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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