Wealth Management in Bernalillo County, NM

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List of Firms

Bernalillo County, NM Wealth Management Firms

Beauchamp Wealth Management
Location 5600 Eubank Blvd NE, Albuquerque, NM 87111, USA
Phone (505) 932-6770
Language https://www.beauchampwm.com/
Directions
Tecolote Research
5 out of 5
Location 2201 Buena Vista Dr SE #303, Albuquerque, NM 87106, USA
Phone (505) 242-2244
Language https://www.tecolote.com/
Directions
Asset Management Solutions
1 out of 5
Location 500 4th St NW Suite 275, Albuquerque, NM 87102, USA
Phone (505) 855-7676
Language https://www.assetmanagementnm.com/
Directions
Portfolio Wealth Advisors
SEC File# 801-68615
CRD# 145687
5 out of 5
Location 6100 Uptown Blvd NE Suite 540, Albuquerque, NM 87110, USA
Phone (505) 884-3445
Language http://www.portfoliollc.com/
Directions
Womack Wealth Management
SEC File# 801-107413
CRD# 146126
Location 6565 Americas Pkwy # 111, Albuquerque, NM 87110, USA
Phone (505) 888-9449
Language https://www.womackwealthmanagement.com/
Directions
Steve Lynch Wealth Management
5 out of 5
Location 6605 Uptown Blvd NE #330, Albuquerque, NM 87110, USA
Phone (505) 881-7526
Language https://www.stevelynchwealth.com/
Directions
High Desert Institutional Consulting - UBS Financial Services Inc.
Location 2155 Louisiana Blvd NE Suite 10000, Albuquerque, NM 87110, USA
Phone (505) 880-2704
Language https://advisors.ubs.com/highdesertgroup/?utm_source=Yext&utm_medium=GMB&utm_campaign=166331&y_source=1_MjA2MDA4MDAtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
Directions
First Financial Credit Union - South Valley
4 out of 5
Location 6041, 1625 Rio Bravo Blvd SW #6, Albuquerque, NM 87105, USA
Phone (505) 766-5600
Language https://www.ffnm.org/
Directions
Angel Credit Services LLC
Location 4300 Silver Ave SE Suite F, Albuquerque, NM 87108, USA
Phone (505) 234-2511
Language http://www.angelcreditservicesllc.com/
Directions
Sandia Wealth Management
SEC File# 801-122537
CRD# 159402
Location 9201 Montgomery Blvd NE #401, Albuquerque, NM 87111, USA
Phone (505) 296-1100
Language http://www.sandiawealth.com/
Directions
Wealth Management Group
SEC File# 801-112841
CRD# 165321
5 out of 5
Location 409 NM-528, Rio Rancho, NM 87124, USA
Phone (505) 892-3300
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Directions
Richard B Bacon - Financial Advisor, Ameriprise Financial Services, LLC
Location 3850 Masthead St NE, Albuquerque, NM 87109, USA
Phone (505) 884-5757
Language https://www.ameripriseadvisors.com/richard.b.bacon/?cid=IP_local_google
Directions
Merrill Lynch Wealth Management Advisor John C Hemphill
Location 2125 Louisiana Blvd NE Suite 200, Albuquerque, NM 87110, USA
Phone (505) 884-9846
Language https://fa.ml.com/new-mexico/albuquerque/bardgroup
Directions
Integrity Asset Management, LLC
4 out of 5
Location 11927 Menaul Blvd NE #209, Albuquerque, NM 87112, USA
Phone (505) 340-1653
Language http://integrityassetmgmt.com/
Directions
Wealth Management in Bernalillo County, NM

Where Wealth Management Advisors in Bernalillo County, NM Serve

Bernalillo County, NM is a vibrant and diverse area located in the heart of New Mexico. It boasts a plethora of landmarks, including the Sandia Mountains, the Rio Grande, and the Petroglyph National Monument. These iconic landmarks offer stunning views and outdoor recreational opportunities. The county is home to several top employers, such as the University of New Mexico, Sandia National Laboratories, and Kirtland Air Force Base. These institutions provide employment opportunities for residents and contribute to the county's thriving economy. Major highways and streets in Bernalillo County include I-25, I-40, and Route 66. These thoroughfares connect the county to other parts of New Mexico and beyond. Additionally, neighborhoods like Downtown Albuquerque, Nob Hill, and the North Valley offer unique cultural experiences and diverse communities. Overall, Bernalillo County is a dynamic and exciting place to live, work, and explore.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bernalillo County, NM could benefit from a bank in numerous ways. Firstly, banks could provide financial assistance to those who are struggling to make ends meet. Given that Bernalillo County has a poverty rate of 16.2%, according to the US Census Bureau, it is evident that many residents could benefit from financial assistance. Additionally, banks could offer loans to small businesses that are struggling to stay afloat in the current economic climate. This could help to stimulate the local economy and create job opportunities for residents. Moreover, banks could provide educational resources to help residents manage their finances effectively. This could be particularly beneficial for those who may not have had access to financial education in the past. Overall, banks could play a crucial role in helping Bernalillo County residents achieve financial stability and prosperity.

Insurance Broker

Residents of Bernalillo County, NM can greatly benefit from the expertise of an insurance broker. With the county being home to Albuquerque, the largest city in the state, and a diverse population of over 680,000 people, navigating the insurance market can be overwhelming. An insurance broker can assist residents in finding the most comprehensive and cost-effective insurance plans for their unique needs, whether it be for health, auto, or homeowners insurance. With the county's high rate of uninsured individuals, an insurance broker can also provide guidance on enrolling in government-subsidized programs such as Medicaid and the Affordable Care Act. Additionally, Bernalillo County is prone to natural disasters such as wildfires and flash floods, making it crucial for residents to have proper insurance coverage. An insurance broker can help residents understand their risk and ensure they have the appropriate coverage to protect their homes and belongings.

Retirement Planning

Residents of Bernalillo County, NM can benefit greatly from the services of a retirement planner. With the county being home to a diverse population, including Native American communities and a large Hispanic population, a retirement planner can provide tailored advice and guidance to individuals from different cultural backgrounds. Additionally, Bernalillo County has a high poverty rate, with 17.9% of residents living below the poverty line. A retirement planner can help these individuals plan for their future and ensure they have a comfortable retirement despite financial difficulties. Furthermore, Bernalillo County is known for its scenic beauty and outdoor activities, such as hiking and skiing, which can be expensive hobbies. A retirement planner can help residents budget for these expenses while still saving for retirement. Overall, the expertise of a retirement planner can be invaluable to the residents of Bernalillo County, NM in navigating the complexities of retirement planning.

Financial Advisor

Residents of Bernalillo County, NM can greatly benefit from the assistance of a financial advisor in a myriad of ways. Firstly, with the county's population of over 680,000 people, a financial advisor can help individuals navigate the complex world of investments and retirement planning. Moreover, with the county's diverse economy, ranging from healthcare to tourism, a financial advisor can provide specialized advice tailored to each individual's unique financial situation. Additionally, Bernalillo County is home to many small business owners who can benefit from the guidance of a financial advisor in managing their finances and expanding their business. Furthermore, with the county's high poverty rate of 17.7%, a financial advisor can provide invaluable advice on budgeting and debt management to those who may be struggling financially. Overall, a financial advisor can play a crucial role in helping residents of Bernalillo County achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Bernalillo County, NM can greatly benefit from the services of a mortgage loan officer. One specific way that a loan officer can help is by providing guidance on the unique housing market in Bernalillo County. With a population of over 676,000, Bernalillo County is the most populous county in New Mexico, and its housing market can be complex and competitive. A skilled loan officer can help residents navigate the intricacies of the market, from finding the right property to securing the best possible mortgage rates. Additionally, a loan officer can assist residents in understanding the various mortgage options available, including government-backed loans such as FHA and VA loans, which may be particularly useful for first-time homebuyers or those with lower credit scores. With the help of a knowledgeable mortgage loan officer, residents of Bernalillo County can achieve their dreams of homeownership and secure a stable financial future.

Tax Services

Residents of Bernalillo County, NM can greatly benefit from the expertise of a tax advisor. With the unique tax laws and regulations in New Mexico, a tax advisor can provide valuable guidance on how to navigate the complex tax system. For example, Bernalillo County has a gross receipts tax, which can be confusing for small business owners. A tax advisor can help these entrepreneurs understand their tax obligations and ensure they are in compliance with local laws. Additionally, Bernalillo County residents may be eligible for certain tax credits and deductions that they are unaware of. A tax advisor can help identify these opportunities and maximize their tax savings. With the help of a tax advisor, residents of Bernalillo County can feel confident in their tax planning and ensure they are making the most of their financial resources.

Estate Planning Lawyer

Residents of Bernalillo County, NM can benefit from the services of an estate planning lawyer in various ways. One of the most common ways is by helping them prepare a will that outlines how their assets will be distributed after their death. This is particularly important in Bernalillo County, NM, where the population is growing rapidly, and many people own property and other valuable assets. An estate planning lawyer can also help residents set up trusts to protect their assets and ensure that they are used for the intended purposes. Additionally, an estate planning lawyer can assist with creating healthcare directives and powers of attorney, which are essential documents that outline a person's wishes regarding medical treatment and decision-making in case of incapacitation. Overall, an estate planning lawyer can provide residents of Bernalillo County, NM with peace of mind, knowing that their assets and wishes will be protected and honored after their passing.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services in Bernalillo County, NM are designed to help individuals and families achieve their financial goals. A wealth manager in this area can provide a range of services, including investment management, retirement planning, estate planning, and tax planning. They can also provide guidance on charitable giving, insurance planning, and business succession planning. In Bernalillo County, NM, where the population is growing rapidly and the economy is diversifying, a wealth manager can help clients navigate the complex financial landscape and make informed decisions about their wealth. With a deep understanding of the local market and the unique needs of clients in this area, a wealth manager can provide personalized advice and strategies that are tailored to each client's specific goals and objectives.

When it comes to finding the right wealth manager, Bernalillo County, NM is undoubtedly the best place to look. Nestled in the heart of the Land of Enchantment, this county boasts a vibrant economy and a burgeoning financial sector that is second to none. With a population of over 676,000 people, Bernalillo County is home to a diverse community of investors, entrepreneurs, and business leaders who are all seeking the best possible financial advice and guidance. What sets this county apart, however, is its unique blend of urban and rural landscapes, which offer a wealth of investment opportunities that are both exciting and challenging. Whether you are looking to invest in real estate, stocks, or bonds, Bernalillo County has something for everyone, and with the help of a skilled and experienced wealth manager, you can be sure that your investments will be well-managed and poised for success.