What are some popular wealth management services?

A wealth manager in Edwardsville, IL can provide a plethora of wealth management services to affluent individuals and families. These services include investment management, retirement planning, tax planning, estate planning, risk management, and philanthropic planning. With Edwardsville being a thriving city, the wealth manager can offer specific services tailored to the unique needs of the community. For instance, the wealth manager can provide specialized investment advice on the local real estate market, which has been booming in recent years due to the city's proximity to St. Louis. Additionally, the wealth manager can offer guidance on charitable giving to support the community's local non-profit organizations. With the wealth manager's burstiness and complexity, they can help clients navigate the complex financial landscape and achieve their long-term financial goals.

What are people saying about wealth management services in Edwardsville, IL?

Edwardsville, IL is the ideal location to find a wealth manager due to its thriving economy and financial stability. With a population of over 25,000, Edwardsville has a diverse community that is supported by a strong job market, including industries such as healthcare, education, and finance. Additionally, the city boasts an impressive median household income of $87,000, which is significantly higher than the national average. This economic stability provides a wealth manager with ample opportunities to help clients grow and protect their investments. Moreover, Edwardsville is home to Southern Illinois University Edwardsville, which offers a top-ranked business school that produces knowledgeable and skilled professionals in the financial industry. The combination of a strong economy and a highly educated workforce makes Edwardsville the perfect place to find a wealth manager who can provide expert advice and guidance to help clients achieve their financial goals.

What does a wealth manager do?

A wealth manager in Edwardsville, IL is responsible for providing comprehensive financial advice to high net worth individuals and families. They work closely with clients to develop personalized investment strategies that align with their unique goals and risk tolerance. In Edwardsville, IL, the wealth manager must navigate a complex financial landscape that is influenced by both local and global economic factors. They must have a deep understanding of the area's economic trends, including the impact of the nearby St. Louis metropolitan area. Additionally, the wealth manager must be well-versed in the tax laws and regulations that apply to clients in this region, including those related to estate planning and charitable giving. With their extensive knowledge and experience, a wealth manager in Edwardsville, IL plays a critical role in helping clients achieve financial stability and security for generations to come.

When should you get a wealth manager?

Edwardsville, IL residents should consider reaching out to a wealth manager when they are looking to achieve their long-term financial goals. With its thriving economy and growing population, Edwardsville, IL is a vibrant community that offers many opportunities for wealth creation. However, navigating the complex financial landscape can be challenging, especially for those who lack the expertise and experience to make informed decisions. A wealth manager can provide valuable guidance and support, helping individuals and families to develop a comprehensive financial plan that aligns with their unique needs and objectives. Whether you are looking to grow your investments, manage your debt, or plan for retirement, a wealth manager can help you make the most of your resources and achieve financial success. So, if you want to take control of your financial future and build a solid foundation for your family's future, consider reaching out to a wealth manager today.

How do I choose the right wealth manager?

A wealth manager in Edwardsville, IL must possess a myriad of important qualities to effectively manage their clients' finances. Firstly, they must have a deep understanding of the financial industry and be able to navigate the ever-changing market conditions. Additionally, they must possess exceptional communication skills to effectively convey complex financial information to their clients. Furthermore, a wealth manager in Edwardsville, IL must be highly analytical and detail-oriented to ensure that their clients' investments are performing optimally. They must also be able to develop customized financial plans that align with their clients' unique financial goals and risk tolerance. One specific quality that is crucial for a wealth manager in Edwardsville, IL is a deep understanding of the local economy and how it impacts their clients' investments. With the city's growing population and thriving business community, a wealth manager must have a nuanced understanding of how these factors impact their clients' financial well-being.

What are the best wealth management firms in Edwardsville, IL?

Edwardsville, IL is a thriving city that boasts a number of top wealth management firms. These firms are known for their exceptional financial planning and investment services that cater to the unique needs of their clients. One standout feature of Edwardsville is its proximity to St. Louis, which provides these firms with access to a diverse range of investment opportunities. Additionally, the city is home to a number of highly educated professionals, which has helped to attract some of the top talent in the wealth management industry. As a result, residents of Edwardsville can rest assured that their financial futures are in good hands with these top wealth management firms.

How do wealth managers get paid?

Wealth managers in Edwardsville, IL are compensated in various ways. One common method is through a fee-based structure, where clients pay a percentage of their assets under management. Another way is through commission-based compensation, where wealth managers earn a percentage of the products or services they sell to clients. Additionally, some wealth managers may receive a salary or a combination of salary and commission. It is worth noting that in Edwardsville, IL, wealth managers often specialize in serving clients in specific industries, such as healthcare or manufacturing. This specialization allows them to better understand the unique financial needs of their clients and provide tailored solutions.

Find the Best Wealth Management Services in Edwardsville, IL

Connect With a Wealth Manager

List of Firms

Edwardsville, IL Wealth Management Firms

Meredith Wealth Planning

SEC File# 801-122113

CRD# 300019

5 out of 5

6300 E Main St, Maryville, IL 62062, USA

(618) 744-6755

https://meredithwealth.com/

Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 4:30 PM Saturday: Closed Sunday: Closed

Directions

Archford Accounting

3 out of 5

1 Country Club View Suite 101, Edwardsville, IL 62025, USA

(618) 692-9282

http://archfordaccounting.com/

Directions

Visionary Wealth Advisors

SEC File# 801-78788

CRD# 169610

5 out of 5

106 N Clinton St, Collinsville, IL 62234, USA

(618) 580-1459

http://www.visionarywealthadvisors.com/

Directions

Militello Wealth Management

650B Pierce Blvd, O'Fallon, IL 62269, USA

(314) 655-2118

http://www.milwm.com/

Directions

McBride Wealth Management

201 E Vandalia St, Edwardsville, IL 62025, USA

(618) 307-0835

http://www.mcbridewealthmanagement.com/

Directions

Edward Jones - Financial Advisor: Bill Schiber, AAMS™

5 out of 5

442 S Buchanan St Ste 159, Edwardsville, IL 62025, USA

(618) 656-3622

https://www.edwardjones.com/us-en/financial-advisor/bill-schiber?y_source=1_OTYyNTgwLTcxNS1sb2NhdGlvbi53ZWJzaXRl

Directions

Feltl and Company

201 E Vandalia St, Edwardsville, IL 62025, USA

(618) 307-0880

http://www.feltl.com/

Directions

Claywell Asset Management

3014 Godfrey Rd Ste B, Godfrey, IL 62035, USA

(618) 433-8881

http://claywellassetmanagement.com/

Directions

The Roth Companies, Inc.

5 out of 5

4925 Stone Fls, O'Fallon, IL 62269, USA

(618) 632-7684

http://therothcompanies.com/

Directions

Where Wealth Management Advisors in Edwardsville, IL Serve

Edwardsville, IL is a charming city located in Madison County, known for its rich history and vibrant culture. The city is home to several landmarks, including the historic Wildey Theatre, the Edwardsville Arts Center, and the Madison County Courthouse. Edwardsville boasts a diverse economy, with top employers including Southern Illinois University Edwardsville, Edwardsville Community Unit School District, and Amazon. The city is conveniently located near major highways, including I-55, I-70, and I-270, making it easily accessible from surrounding areas. Edwardsville is also home to several bustling neighborhoods, including Leclaire, Montclaire, and University Hills, each with their own unique charm and character. With its rich history and thriving community, Edwardsville is a must-visit destination for anyone looking to experience the best of Illinois.

Nearby Locations

Arlington Heights, IL Aurora, IL Bannockburn, IL Barrington, IL Batavia, IL Bloomington, IL Boone County, IL Buffalo Grove, IL

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Edwardsville, IL can benefit from a bank in a variety of ways. For one, a bank can provide access to financial products and services that can help individuals manage their money effectively. This can include checking and savings accounts, loans, and credit cards. Additionally, banks can offer financial advice and guidance to help residents make informed decisions about their finances. For example, residents of Edwardsville may need guidance on how to save for college tuition or retirement. Furthermore, banks can provide a sense of security and peace of mind by safeguarding deposits and offering fraud protection services. In a town like Edwardsville, which has a strong sense of community and a growing small business sector, banks can also play a critical role in supporting local economic development by providing loans and other financial resources to entrepreneurs and small business owners.

Insurance Broker

Residents of Edwardsville, IL can benefit from an insurance broker in several ways. Firstly, an insurance broker can help residents navigate the complex insurance market and find the best coverage for their needs. This is particularly important in Edwardsville, where residents face unique risks such as flooding due to the proximity of the Mississippi River. An insurance broker can help residents find flood insurance coverage that is tailored to their specific needs and budget. Additionally, an insurance broker can provide valuable advice on how to save money on insurance premiums, such as bundling policies or increasing deductibles. Furthermore, an insurance broker can assist residents in filing claims and resolving disputes with insurance companies, ensuring that they receive the compensation they deserve in a timely manner. Overall, an insurance broker can provide invaluable support to residents of Edwardsville, helping them protect their assets and achieve financial security.

Retirement Planning

Residents of Edwardsville, IL can greatly benefit from the services of a retirement planner. This professional can assist individuals in developing a comprehensive plan that addresses their specific financial needs and goals for their retirement years. With the cost of living in Edwardsville, IL being higher than the national average, a retirement planner can help residents navigate the complex financial landscape and make informed decisions about investments, savings, and other financial matters. Additionally, a retirement planner can provide guidance on how to maximize retirement benefits, such as social security and pension plans, and ensure that clients are taking advantage of all available resources. In short, a retirement planner can help Edwardsville residents achieve financial security and peace of mind in their retirement years.

Financial Advisor

Residents of Edwardsville, IL can benefit from the services of a financial advisor in various ways. For instance, a financial advisor can help individuals in Edwardsville to develop a comprehensive financial plan that aligns with their long-term goals. This plan may include strategies for saving, investing, and managing debt. Additionally, a financial advisor can provide guidance on retirement planning, estate planning, and tax planning. Edwardsville residents may also benefit from the expertise of a financial advisor in navigating the unique financial challenges of the region, such as the impact of the local economy on their investments. Overall, a financial advisor can help residents of Edwardsville to achieve financial stability and security, and to make informed decisions about their financial future.

Mortgage Loan Officer

Residents of Edwardsville, IL may require the assistance of a mortgage loan officer for various reasons. For instance, with the city being home to Southern Illinois University Edwardsville, many residents may be first-time homebuyers. A mortgage loan officer can help them navigate the complicated process of obtaining a mortgage and provide guidance on the best loan options available to them. Additionally, with Edwardsville's median home value being higher than the national average, many residents may require a jumbo loan to purchase their dream home. A mortgage loan officer can help them secure the necessary financing for such a purchase. Furthermore, with the city's proximity to St. Louis, many residents may be interested in investment properties or second homes. A mortgage loan officer can provide insight into the best loan options for these types of purchases and help residents make informed decisions.

Tax Services

Residents of Edwardsville, IL can greatly benefit from the expertise of a tax advisor. With the city's thriving economy and growing population, tax laws and regulations can become increasingly complex, making it difficult for individuals to navigate on their own. A tax advisor can assist residents with tax planning, preparation, and filing, ensuring that they are in compliance with all applicable laws and regulations. Additionally, with the recent implementation of the Tax Cuts and Jobs Act, a tax advisor can provide valuable insights on how the new laws may impact residents of Edwardsville, IL, and offer guidance on how to optimize their tax situation. By working with a tax advisor, residents can save time, reduce stress, and potentially even increase their tax savings, allowing them to focus on other important aspects of their lives.

Estate Planning Lawyer

Residents of Edwardsville, IL can greatly benefit from the expertise of an estate planning lawyer. With a population of over 25,000, many individuals in Edwardsville may have complex family dynamics or unique assets that require careful planning. An estate planning lawyer can assist with drafting wills, trusts, and other legal documents to ensure that an individual's assets are distributed according to their wishes. Additionally, residents of Edwardsville may need assistance with Medicaid planning, retirement planning, and minimizing tax liabilities. An estate planning lawyer can also help with probate and estate administration, which can be a complicated and time-consuming process. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Edwardsville, ensuring that their estates are properly managed and their loved ones are taken care of.

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