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TOP 30 Estate planning for high net worth in Nevada
24 results found
Search for local businesses, places and services near you
Legacy Wealth Estate Planning & Probate Attorneys
Legacy Wealth Estate Planning & Probate Attorneys is a reputable law firm located in Las Vegas, Nevada. Our team of experienced attorneys specializes in estate planning and probate law, helping clients secure their financial legacies and navigate the complexities of the probate process. With a focus on personalized service and attention to detail, we work closely with our clients to develop comprehensive estate plans tailored to their unique needs and goals. Whether you are looking to protect your assets for future generations or need assistance with the administration of a loved one's estate, our team is here to provide expert guidance and support every step of the way. Visit us at 4195 South Grand Canyon Drive to learn more about how we can help you plan for the future and protect your legacy.
U.S. Bank - Private Wealth Advisor: Zach Fretz
U.S. Bank - Private Wealth Advisor: Zach Fretz is a prestigious financial institution located at 1 East Liberty Street in Reno, Nevada. As a trusted advisor, Zach Fretz provides personalized wealth management services to high-net-worth individuals, families, and businesses. With a focus on building long-term relationships and creating tailored financial strategies, clients can expect expert guidance in investment planning, retirement planning, estate planning, and more. With a commitment to excellence and a dedication to client success, U.S. Bank - Private Wealth Advisor: Zach Fretz is the premier choice for those seeking comprehensive financial solutions in the United States.
IWC Family Offices
IWC Family Offices is a prestigious finance institution located at 5375 Kietzke Lane in Reno, Nevada, United States. Specializing in providing comprehensive financial services to affluent families, IWC Family Offices offers wealth management, investment advisory, estate planning, and tax services tailored to meet the unique needs of high net-worth individuals. With a team of experienced professionals and a commitment to personalized service, IWC Family Offices is dedicated to helping clients achieve their financial goals and secure their legacies for future generations.
MRA Associates
MRA Associates, located at 9139 West Russell Road in Las Vegas, Nevada, is a finance institution specializing in comprehensive wealth management services for high-net-worth individuals, business owners, and families. Their team of advisors offers investment advisory services for fiduciaries of corporate retirement plans, endowments, and foundations of nonprofits. Services include holistic tax, retirement, and estate planning. The institution operates Monday through Thursday from 8:00 am to 5:00 pm and on Fridays from 8:00 am to 1:00 pm. MRA Associates provides financial services such as committee education, donor development, OCIO services, performance reporting, and investment management to nonprofit clients. They also offer wealth planning, portfolio management, family governance, philanthropic strategies, and other financial advisory services. With a focus on employer organizations, they offer fiduciary partnerships, plan design optimization, financial wellness programs, and more.
Merrill Lynch Financial Advisor Dustin D Engel
Merrill Lynch Financial Advisor Dustin D Engel is a finance institution located at 400 South Rampart Boulevard, Las Vegas, Nevada, United States. Dustin has been with the firm since 2003, serving high net worth individuals, their families, and businesses. He focuses on developing personalized strategies based on clients' risk tolerance, time horizon, and overall investment goals. Dustin's wealth management approach puts clients at the center, with tailored asset allocations and discussions covering investments, business services, retirement, and estate planning. He believes in open and honest communication to build lifelong relationships with clients, offering scheduled reviews and availability for questions or concerns. Dustin is dedicated to guiding clients through life's challenges and market changes, providing personalized service and access to global resources. As a Merrill Lynch Wealth Management Advisor, Dustin helps clients pursue their financial goals by understanding their aspirations and designing personalized plans. He believes in staying flexible to adapt to changes in life and the markets, with a focus on helping clients achieve what matters most to them. Dustin is registered to do business in several states and holds the ChFC® designation. Investing involves risk, and past performance is not indicative of future results. Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult their legal and tax advisors.
Bessemer Trust Private Wealth Management Nevada NV
Bessemer Trust Private Wealth Management Nevada NV is a prestigious finance institution located at 1700 South Pavilion Center Drive in Las Vegas, Nevada. With a strong reputation for providing top-tier wealth management services, Bessemer Trust offers personalized financial solutions tailored to meet the unique needs of high-net-worth individuals and families. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. As a trusted advisor in the world of private wealth management, Bessemer Trust is committed to delivering excellence in financial planning, investment management, and estate planning services.
Tax and Wealth Group
Tax and Wealth Group is a leading finance institution located at 2380 North Buffalo Drive in Las Vegas, Nevada, United States. Our team of experts specializes in providing comprehensive tax and wealth management services to individuals and businesses. With a focus on maximizing financial growth and minimizing tax liabilities, we tailor our strategies to meet the unique needs and goals of each client. Whether you are looking to plan for retirement, invest wisely, or navigate complex tax laws, Tax and Wealth Group is dedicated to helping you achieve financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.
U.S. Bank - Private Wealth Advisor: Parand Baillie
U.S. Bank - Private Wealth Advisor: Parand Baillie is a prestigious financial institution located at 2300 West Sahara Avenue in Las Vegas, Nevada, United States. As a private wealth advisor, Parand Baillie provides personalized financial guidance and strategies tailored to the unique needs and goals of high-net-worth individuals and families. With a focus on wealth management, investment planning, and estate planning, U.S. Bank - Private Wealth Advisor offers comprehensive services to help clients achieve their financial objectives and secure their financial future. With a reputation for excellence and a commitment to client satisfaction, U.S. Bank - Private Wealth Advisor: Parand Baillie is a trusted partner for those seeking expert financial advice and wealth management solutions.
U.S. Bank - Private Wealth Advisor: Andrew Thurlow
U.S. Bank - Private Wealth Advisor: Andrew Thurlow is a leading financial institution located at 2300 West Sahara Avenue in Las Vegas, Nevada. As a trusted advisor, Andrew Thurlow offers personalized wealth management services to high-net-worth individuals and families. With a focus on financial planning, investment management, and estate planning, U.S. Bank provides comprehensive solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Andrew Thurlow and his team are dedicated to providing expert guidance and exceptional service. Contact U.S. Bank - Private Wealth Advisor: Andrew Thurlow today to schedule a consultation and take control of your financial future.
James Motteler - Financial Advisor, Ameriprise Financial Services, LLC
James Motteler is a financial advisor at Ameriprise Financial Services, LLC located at 5520 Kietzke Lane in Reno, Nevada, United States. James Motteler holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James Motteler's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Whether you are a retiree, small business owner, or high net worth individual, James Motteler can provide personalized financial advice tailored to your unique needs and goals. Contact James Motteler at Ameriprise Financial Services, LLC for comprehensive financial planning services.
Jeffrey Allen Santos - Branch Manager, Ameriprise Financial Services, LLC
Jeffrey Allen Santos is the Branch Manager at Ameriprise Financial Services, LLC located at 5520 Kietzke Lane in Reno, Nevada, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect his expertise in various aspects of finance, including asset management, estate planning, retirement planning, and investment strategies. Jeffrey Allen Santos is dedicated to providing comprehensive financial services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. His commitment to ethical practices and continuing education ensures that he can offer the best financial advice to his clients.
Bank of America Private Client Advisor Thomas J Nubel
Bank of America Private Client Advisor Thomas J Nubel is a finance institution located at 5370 Kietzke Lane in Reno, Nevada, United States. As a private client advisor, Thomas J Nubel offers personalized financial services and expert advice to high net worth individuals. With a focus on building and preserving wealth, clients can expect tailored investment strategies, retirement planning, estate planning, and more. Trust in the expertise and experience of Bank of America Private Client Advisor Thomas J Nubel for all your financial needs.
Elaina A Carlson - Private Wealth Advisor, Ameriprise Financial Services, LLC
Elaina A Carlson is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 9121 West Russell Road in Las Vegas, Nevada, United States. Elaina holds various prestigious certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Elaina specializes in providing expert financial advice and services to individuals, retirees, small business owners, and high net worth clients. With a strong focus on asset management, investment strategies, estate planning, and retirement planning, Elaina is committed to helping clients achieve their financial goals. Contact Elaina A Carlson for comprehensive and personalized wealth management solutions.
Jason Garofalo - Financial Advisor, Ameriprise Financial Services, LLC
Jason Garofalo - Financial Advisor, Ameriprise Financial Services, LLC, located at 10845 Griffith Peak Drive in Las Vegas, Nevada, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jason Garofalo is dedicated to providing expert advice on asset management, retirement planning, estate planning, and investment strategies. Whether you are a retiree, small business owner, high net worth client, or in need of specialized financial planning for domestic partnerships or military service, Jason Garofalo has the expertise to help you achieve your financial goals. Contact Jason Garofalo today to schedule a consultation and start planning for a secure financial future.
Greg Adams - Financial Advisor, Ameriprise Financial Services, LLC
Greg Adams is a Financial Advisor at Ameriprise Financial Services, LLC, located at 10845 Griffith Peak Drive in Las Vegas, Nevada, United States. Greg holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®), APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® designation, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Greg is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a focus on ethical practices and a commitment to ongoing education, Greg Adams is a trusted advisor for all your financial needs.
Bank of America Private Client Advisor Margaret Quinones
Bank of America Private Client Advisor Margaret Quinones is a Vice President and Private Client Advisor located at 400 South Rampart Boulevard in Las Vegas, Nevada. She works with ultra-high-net-worth families, executives, entrepreneurs, and individuals to address various aspects of their financial lives. Margaret leads a team of specialists who collaborate to optimize investment management, credit solutions, cash management, estate planning, and wealth transfer. She tailors her services to each client's unique circumstances, prioritizing their life goals and professional aspirations. With her extensive knowledge and network within Bank of America, Margaret connects clients to the resources that best suit their needs, providing a personalized and impactful experience. Margaret has been with Bank of America since 2012, starting as a Merrill Financial Advisor in Philadelphia before transitioning to her current role in Las Vegas. She holds a master's degree in human resource development from Villanova University and is actively involved in community service and professional organizations. Bank of America Private Bank has a rich history of helping clients manage significant wealth for over 200 years, offering personalized strategies and innovative solutions to meet financial objectives. They prioritize client goals and provide disciplined financial strategies to navigate changing markets and evolving financial landscapes.
Matthew Allred - Private Wealth Advisor, Ameriprise Financial Services, LLC
Matthew Allred - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 2900 West Horizon Ridge Parkway in Henderson, Nevada, offers a wide range of financial services to individuals seeking to manage their assets and investments. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Matthew Allred is equipped to provide expert advice on topics such as asset management, estate planning, retirement planning, investment strategies, and insurance products. Whether you are a retiree, small business owner, high net worth individual, or someone in need of specialized financial planning for domestic partnerships or military service, Matthew Allred has the knowledge and expertise to help you achieve your financial goals. Contact Matthew Allred today to schedule a consultation and start planning for a secure financial future.
Capstone Capital Wealth Advisors
Capstone Capital Wealth Advisors is a leading finance institution located at 2600 Paseo Verde Parkway in Henderson, Nevada, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we provide personalized solutions tailored to your specific needs. Trust Capstone Capital Wealth Advisors to guide you towards financial success and peace of mind.
Thomas Richard Fitzgerald Jr - Private Wealth Advisor, Ameriprise Financial Services, LLC
Thomas Richard Fitzgerald Jr is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 2495 Village View Drive, Henderson, Nevada, United States. Thomas holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Thomas's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a Private Wealth Advisor, Thomas is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Thomas Richard Fitzgerald Jr today for all your financial planning needs.
Stephanie Webb - Private Wealth Advisor, Ameriprise Financial Services, LLC
Stephanie Webb is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 606 South 9th Street in Las Vegas, Nevada, United States. Stephanie holds a variety of certifications and designations that demonstrate her expertise in wealth management and financial planning. These include the AAMS™ certification, the ADPA™ Accredited Domestic Partnership Advisor™ designation, the AEP® designation, the Accredited Investment Fiduciary® (AIF®) designation, the APMA™ Accredited Portfolio Management Advisor™ designation, the AWMA℠ certification, and more. Stephanie's extensive training and education in asset management, investment strategies, estate planning, and retirement planning make her a trusted advisor for individuals, retirees, small business owners, and high net worth clients. She is committed to upholding a code of ethics and staying current with industry trends and best practices. Whether you are looking for advice on investment opportunities, insurance products, or financial and estate planning, Stephanie Webb has the knowledge and experience to help you achieve your financial goals. Contact her today to schedule a consultation and start building a secure financial future.
Nicole Buchanan - Client Support Associate, Ameriprise Financial Services, LLC
Nicole Buchanan, a Client Support Associate at Ameriprise Financial Services, LLC located at 3883 Howard Hughes Parkway in Las Vegas, Nevada, offers a wide range of financial services and expertise. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Nicole is dedicated to providing top-notch support and advice to individuals looking to manage their assets, plan for retirement, navigate estate planning, and more. Whether you are a retiree, small business owner, high net worth client, or someone with special financial needs, Nicole Buchanan is equipped to help you make informed decisions and achieve your financial goals. Contact her today to learn more about how she can assist you in your financial journey.
Peter Pulido - Client Support Associate, Ameriprise Financial Services, LLC
Peter Pulido is a Client Support Associate at Ameriprise Financial Services, LLC, located at 3883 Howard Hughes Parkway in Las Vegas, Nevada, United States. Peter holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, showcasing his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing tailored financial solutions for individuals, Peter is committed to upholding a code of ethics and staying updated on industry best practices. Whether you are a retiree, small business owner, or high net worth client, Peter Pulido is dedicated to helping you achieve your financial goals with confidence and peace of mind.
Robert Rueckl - Morgan Stanley
Robert Rueckl - Morgan Stanley is a leading finance institution located at 5390 Kietzke Lane in Reno, Nevada. As a branch of the prestigious Morgan Stanley, we offer a wide range of financial services including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Robert Rueckl - Morgan Stanley is here to provide the guidance and support you need. Visit us today to learn more about how we can help you secure a brighter financial future.
Balance Sheet Insights, LLC
Balance Sheet Insights, LLC is a professional accounting and finance institution located at 1180 North Town Center Drive in Las Vegas, Nevada, United States. Our team of experienced MBAs and business owners offer expert bookkeeping services, data analytics, forecasting, and small business advisory support. We go beyond traditional bookkeeping to provide year-round planning for tax, financial, and business affairs. Our advanced expertise in data analytics allows us to provide real insights into your finances and help you plan ahead. From cleaning up financial records to handling payroll processing and tax filing, we offer a suite of tailored professional bookkeeping services designed to meet and exceed your needs. Our BillPay service simplifies your accounts payable process, and our financial modeling services can be a game-changer for your business. We also provide comprehensive tax services to optimize your returns and ensure compliance.
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