TOP 30 Estate wealth planning in West Virginia

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John Everson, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1270 Winchester Avenue in Martinsburg, West Virginia, offers a range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, John Everson is equipped to provide expert advice on asset management, estate planning, retirement planning, investment opportunities, and insurance products. Specializing in wealth transfers, federal taxation, and financial planning for domestic partners, John Everson is dedicated to helping clients achieve their financial goals. With a focus on fiduciary practices and comprehensive knowledge of investment strategies, John Everson is committed to providing personalized financial solutions tailored to each client's unique needs. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, John Everson is here to help guide you towards financial success.

McCoy Wealth Management LLC is a trusted finance and insurance agency located at 44 15th Street in Wheeling, West Virginia, United States. Our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized service and tailored solutions, we strive to provide the highest level of expertise and integrity in wealth management. Whether you are looking for investment advice, retirement planning, or insurance coverage, McCoy Wealth Management LLC is here to support you every step of the way.

Howard Bertram - WesBanco Wealth Advisor is a finance institution located at 2207 National Road in Wheeling, West Virginia, United States. Please note that Internet Explorer is no longer supported, which may affect your access to Online Banking. By agreeing to receive electronic disclosures, you can access account agreements and other important information in a convenient format. WesBanco Securities, Inc. offers a variety of investment services and products to individuals and companies, with Michael Schneider serving as VP and Financial Advisor. To receive a complimentary financial plan, please provide information about your investable assets, household income, and most pressing financial need. WesBanco Securities, Inc. is a member of FINRA and SIPC, investing in nondeposit investment products. For more information about notices, fees, privacy, and security, visit the WesBanco website. WesBanco Bank, Inc. is a Member FDIC and Equal Housing Lender.

McKenzie Riedel Wealth Management is a finance institution located at 2001 Main Street, Wheeling, West Virginia, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC. Please note that securities-related services may only be provided to residents of certain states listed above. For parties residing outside of the U.S., this information is for informational purposes only and should not be construed as an offer to participate in any investment. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that opinions, comments, and actions taken on Social Media are those of third parties and may not reflect the views of the institution. By clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. It is recommended to review the third-party's policies and terms and conditions before providing any personal information.

McKinley Carter Wealth Services, located at 2100 Market Street in Wheeling, West Virginia, is a finance institution dedicated to helping clients build their financial instincts and confidence. Their 4Q2023 Market Review and Investment Outlook for 2024 offers valuable insights for clients looking to take control of their wealth and future. With a focus on designing and managing retirement plans for peak return, McKinley Carter helps clients stay true to their values without sacrificing financial returns. As an SEC registered independent wealth management firm, McKinley Carter provides Wealth Management and Trust Services, Group Retirement Plan Services, and Nonprofit Advisory Services. Every conversation with McKinley Carter is an energizing experience aimed at helping clients elevate their financial instincts and confidence.

Oates Labritz Wealth Management is a finance institution located at 455 Suncrest Towne Centre Drive in Morgantown, West Virginia, United States. This institution offers investment products and services through Wells Fargo Advisors Financial Network, LLC (WFAFN). Residents of select states in the U.S. can access securities-related services through this institution, but services may not be available to individuals residing outside of these states. Insurance products are also offered through nonbank insurance agency affiliates of Wells Fargo & Company. It is important to note that opinions and information shared on social media platforms by third parties do not necessarily reflect the views of Oates Labritz Wealth Management. Additionally, when accessing external websites, individuals are advised to review the privacy and security policies of the third-party site as they may differ from those of Wells Fargo Advisors.

Integrity Financial Planning is an independent financial services firm located in Morgantown, West Virginia. Our team specializes in helping clients pursue their financial goals through a variety of strategies, while also providing protection in the face of unexpected events. We focus on guiding clients through the Three Phases of Financial Planning, offering personalized advice and solutions tailored to individual needs. At Integrity Financial Planning, we understand the importance of long-term investing and offer valuable insights on the subject. Our website features informative videos and resources to help clients make informed decisions about their financial future. Please note that our financial advisors do not provide tax or legal advice, and we recommend consulting with professionals in those fields for specific guidance.

Huffman & Ross Wealth Management, led by Erik Huffman and Jennifer Ross, is a premier financial institution located in Morgantown, West Virginia. With a dedication to providing personalized wealth management services, the team at Huffman & Ross takes a comprehensive approach to helping clients achieve their financial goals. Their expertise in investment strategies, retirement planning, and estate planning ensures that clients receive tailored solutions to meet their individual needs. Visit their office at 6220 Mid Atlantic Drive to start your journey towards financial success.

Trilith Wealth Management is a leading finance and insurance agency located at 3345 University Avenue in Morgantown, West Virginia. With a team of experienced professionals, we provide comprehensive wealth management services to help individuals and businesses achieve their financial goals. From investment planning to risk management, our personalized approach ensures that each client receives tailored solutions to meet their unique needs. Trust Trilith Wealth Management to guide you towards a secure financial future.

Jonathan Schnell - TIAA Wealth Management Advisor is a reputable finance institution located at 1399 Stewartstown Road in Morgantown, West Virginia, United States. Specializing in wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, we strive to provide the highest level of service and support to our clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jonathan Schnell - TIAA Wealth Management Advisor is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Nicolas Heywood - TIAA Wealth Management Advisor is a trusted financial institution located at 1399 Stewartstown Road in Morgantown, West Virginia, United States. As a dedicated wealth management advisor, Nicolas Heywood provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Nicolas Heywood - TIAA Wealth Management Advisor is committed to providing expert financial advice and guidance to individuals and families. Whether you are planning for retirement, saving for your children's education, or investing for the future, Nicolas Heywood can help you navigate the complexities of the financial world and make informed decisions that align with your unique financial objectives. Contact Nicolas Heywood - TIAA Wealth Management Advisor today to schedule a consultation and take the first step towards securing your financial future.

Raymond Prendergast - TIAA Wealth Management Advisor is a finance institution located at 1399 Stewartstown Road in Morgantown, West Virginia, United States. As a trusted wealth management advisor, Raymond Prendergast provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Raymond Prendergast offers tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Raymond Prendergast is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Ohana Wealth Legacy - C. Brent Wilmoth is a finance institution located at 9000 Coombs Farm Drive in Morgantown, West Virginia, United States. Led by financial expert C. Brent Wilmoth, the institution specializes in helping individuals and families build and preserve their wealth for future generations. With a focus on personalized financial planning and investment strategies, Ohana Wealth Legacy is dedicated to providing top-notch service and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Ohana Wealth Legacy is here to help you secure a prosperous financial future.

The Estate Planning Group is a reputable institution located at 1508 Bigley Avenue in Charleston, West Virginia, United States. Specializing in accounting and finance services, our team of experts is dedicated to helping clients navigate the complexities of estate planning and wealth management. With a focus on personalized strategies and comprehensive solutions, we strive to provide our clients with peace of mind and financial security for the future. Contact us today to learn more about how we can assist you in achieving your financial goals.

Peak Wealth Management is a leading finance and insurance agency located at 440 East Main Street in Bridgeport, West Virginia, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. We offer a wide range of services including investment management, retirement planning, insurance solutions, and estate planning. At Peak Wealth Management, we prioritize personalized service and tailor our strategies to meet the unique needs of each client. Contact us today to start building a solid financial foundation for tomorrow.

North Bend Wealth Management is a leading finance institution located in Parkersburg, West Virginia. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. At North Bend Wealth Management, we prioritize personalized service and tailor our strategies to meet each client's unique needs. Visit us at 417 Grand Park Drive to learn how we can help you build and protect your wealth.

Merrill Lynch Wealth Management, located at 1117 3rd Avenue in Huntington, West Virginia, offers personalized financial strategies for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch provide guidance on wealth planning, retirement income, concentrated stock positions, traditional investments, and estate planning services. They work closely with clients to understand their goals and create tailored financial strategies to meet their long-term objectives. The branch is committed to giving back to the community through volunteerism and charitable outreach. As a Merrill client, you have access to industry-skilled advisors, investing insights, a wealth planning platform, and technological resources to help you pursue your financial and life goals. Merrill Lynch has been training financial advisors since 1946, providing them with the skills and knowledge needed to assist individuals in achieving their unique financial goals. Investors should be aware of the risks involved in investing, as past performance does not guarantee future results. Merrill Lynch does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions. The institution offers a broad range of brokerage, investment advisory, and other services, with a focus on customized investment approaches and wealth management advice. Banking products and services are provided by Bank of America, N.A., and its affiliated banks. Trust, fiduciary, and investment management services are also available through Bank of America, N.A. and its agents. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and subsidiary of Bank of America Corporation. Clients can access additional information about Merrill's services and products through their financial advisor.

Christopher Erlewine, CFP - Buckingham Strategic Wealth is a finance institution located at 101 Washington Street East, Suite 120 in Charleston, West Virginia, United States. Led by Christopher Erlewine, a Certified Financial Planner, the institution is dedicated to providing comprehensive financial planning services to help clients achieve their financial goals and create peace of mind. As a fiduciary and fee-only advisor, Christopher uses his decades of experience to create customized wealth management plans tailored to each client's unique situation. He is passionate about financial education and is actively involved in various community organizations, including serving on the board of directors for the Kanawha County Public Library and as an adjunct professor at the University of Charleston. With a focus on helping clients dedicate more time to what they are passionate about, Christopher is committed to guiding them on the right path towards a secure financial future.

Triple Crown Wealth Management is a leading finance institution located at 232 Capitol Street in Charleston, West Virginia, United States. With a focus on providing expert financial advice and personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Triple Crown Wealth Management is committed to providing tailored solutions to meet your unique needs. Trust us to guide you towards financial success and prosperity.

Merrill Lynch Wealth Management, located at 500 Lee Street in Charleston, West Virginia, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch can provide financial strategies tailored to your specific needs, including retirement income planning, guidance on investments, and estate planning services. The advisors at Merrill Lynch are committed to client service and satisfaction, working closely with clients to understand their goals and create long-term financial strategies. Through volunteerism and charitable outreach, the branch supports local communities and non-profit organizations.

Poling Wealth is a reputable financial institution located at 330 Harper Park Drive in Beckley, West Virginia, United States. Specializing in wealth management and financial planning services, Poling Wealth is dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals, they offer personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Poling Wealth is committed to providing expert guidance and exceptional service to help you secure a successful financial future.

RBC Wealth Management Branch in Huntington is a trusted financial institution located at 704 4th Avenue in Huntington, West Virginia. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Visit us today to start planning for a secure financial future.

Edward Michael Poach - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3 East Main Street, Buckhannon, West Virginia, United States. The institution offers a range of certifications and designations to ensure that their advisors are well-equipped to meet the diverse financial needs of their clients. These certifications include the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Annuity Specialist (CAS®), 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® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation® (CLU®), and Certified Military Financial Advisor® (CFMA®). These certifications cover a wide range of financial planning topics, ensuring that advisors at Edward Michael Poach - Private Wealth Advisor are well-versed in providing comprehensive and specialized financial advice to their clients.

David Miller - RBC Wealth Management Financial Advisor is a leading financial institution located in Huntington, West Virginia. As a trusted advisor, David Miller provides expert financial guidance and personalized wealth management solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, David Miller offers a wide range of financial services including investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, David Miller is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us at 704 4th Avenue to learn more about how we can help you secure your financial future.

Charles M Evans is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 330 Association Drive in Charleston, West Virginia, United States. Charles M Evans holds various 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®, 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 Charles M Evans' expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and advanced knowledge in asset management, investment strategies, estate planning, and retirement planning, Charles M Evans is dedicated to helping clients achieve their financial goals.

Ray Morton - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 189 Dry Hill Road in Beckley, West Virginia, is a finance institution offering a range of specialized certifications and designations to ensure the highest level of expertise and service for their clients. Ray Morton holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his commitment to providing comprehensive and tailored financial advice. With a focus on asset management, retirement planning, estate planning, and investment strategies, Ray Morton is equipped to assist individuals, retirees, small business owners, and high net worth clients with their financial goals. Additionally, Ray Morton is trained in behavioral finance, philanthropy advising, and specialized areas such as divorce financial analysis and exit planning. Whether you are looking for advice on annuities, retirement income, or long-term care planning, Ray Morton - Private Wealth Advisor has the expertise to guide you through every step of your financial journey.

Bryan Wealth Management is a premier financial services firm located at 1031 National Rd, Wheeling, WV 26003, United States. Specializing in comprehensive wealth management, this locally-owned business is dedicated to helping individuals, families, and businesses achieve their financial goals. With a client-centric approach, Bryan Wealth Management offers a wide array of services including investment planning, retirement planning, estate planning, and risk management. At Bryan Wealth Management, the team of experienced financial advisors is committed to providing personalized solutions tailored to each client’s unique needs and financial situation. Whether you’re planning for retirement, looking to grow your investment portfolio, or seeking advice on managing your assets, Bryan Wealth Management provides expert guidance and strategic planning to ensure your financial success.

Colleen Knight - TIAA Wealth Management Advisor is a premier financial advisory firm located at 1399 Stewartstown Rd #100, Morgantown, WV 26505, United States. Specializing in personalized wealth management services, Colleen Knight provides expert financial guidance tailored to meet the unique needs of each client. Whether you are planning for retirement, seeking investment strategies, or managing your assets, Colleen offers comprehensive solutions designed to help you achieve your financial goals. With a commitment to excellence and a client-centered approach, Colleen Knight ensures that you receive the highest level of professional service and advice. Visit the office in Morgantown to start your journey toward financial security and prosperity.

Clear Mountain Financial Solutions, located at 102 Venture Drive in Morgantown, West Virginia, offers goals-based financial planning services to help clients achieve their financial goals through holistic planning strategies. With access to quality investment products such as portfolios, annuities, insurance, and education savings plans, our experienced team can assist clients at every stage of life, whether they are getting married, starting a family, changing careers, planning for retirement, or simply organizing their finances. Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker/dealer. Clear Mountain Bank and Clear Mountain Financial Solutions work in partnership with LPL to provide comprehensive financial guidance. Schedule a meeting with us today to review your portfolio and discuss your financial needs.

Heather Dern Myers is a prestigious institution located at 299 Rock Cliff Drive in Martinsburg, West Virginia, United States. Specializing in estate planning, the team of experienced attorneys at Myers • Hill & Associates is dedicated to providing top-notch services to protect your transfer of wealth. From drafting wills and trusts to probate administration and asset protection, the institution offers a comprehensive range of services to meet your needs. With a focus on personalized advice and guidance, the team at Heather Dern Myers is committed to helping you achieve your objectives and safeguard your assets for future generations. Contact them today to learn more about their estate planning services.