Wealth Management in Shelburne, VT

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List of Firms

Shelburne, VT Wealth Management Firms

M Kraus & Co
5 out of 5
Location 4076 Shelburne Rd # 7C, Shelburne, VT 05482, USA
Phone (802) 985-2620
Language https://mkrausco.com/
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Mansfield Wealth Management - UBS Financial Services Inc.
Location 38 Eastwood Dr Suite 400, South Burlington, VT 05403, USA
Phone (802) 860-5719
Language https://advisors.ubs.com/mansfieldwealthmanagement/?utm_source=Yext&utm_medium=GMB&utm_campaign=166689&y_source=1_MjA0MTQ5ODctNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Edward Jones - Financial Advisor: Chris Lazo
Location 3762 Shelburne Rd #4, Shelburne, VT 05482, USA
Phone (802) 985-9965
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Peter Trottier - Raymond James
Location 346 Shelburne Rd, Burlington, VT 05401, USA
Phone (802) 863-5534
Language https://www.raymondjames.com/hbplanning
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Antoine Williams & Associates Wealth Management
SEC File# 801-120352
CRD# 312253
Location 2989 Shelburne Rd, Shelburne, VT 05482, USA
Phone (802) 985-8808
Language https://www.antoinewilliamsandassoc.com/
Directions
Wealth Management in Shelburne, VT

Where Wealth Management Advisors in Shelburne, VT Serve

Nestled in the heart of Vermont, Shelburne is a quaint and charming town with a rich history and vibrant community. From its iconic landmarks to its bustling streets and bustling neighborhoods, there is always something new and exciting to discover. At the heart of the town lies the Shelburne Museum, a sprawling collection of historic buildings and exhibits that showcase the region's rich cultural heritage. Visitors can explore everything from a 19th-century lighthouse to a fully restored steamboat, or marvel at the stunning works of art on display in the museum's galleries. But Shelburne is more than just a museum town. It's also home to a thriving business community, with top employers like Ben & Jerry's and Vermont Teddy Bear Company calling the town home. And with easy access to major highways like I-89 and Route 7, getting around town is a breeze. As for neighborhoods, Shelburne is home to a diverse mix of communities, each with its own unique character and charm.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Shelburne, VT can benefit from a bank in various ways. For starters, banks can provide financial assistance to individuals who are looking to purchase a home in Shelburne, VT. The town is known for its beautiful and historic homes, and banks can help residents secure loans for these properties. Additionally, banks can offer investment opportunities to residents who are interested in growing their wealth. Shelburne, VT is home to many successful businesses, and banks can help residents invest in these companies. Furthermore, banks can provide financial education to residents who may be struggling to manage their money. Shelburne, VT is a small town, and banks can play a crucial role in helping residents navigate their finances. Overall, banks can provide a range of services that can help residents of Shelburne, VT achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Shelburne, VT can benefit from the expertise of an insurance broker in various ways. For instance, an insurance broker can help residents navigate the complex insurance market and find the most suitable policies for their unique needs. In Shelburne, which is known for its high-income households and expensive homes, an insurance broker can help residents secure home insurance policies that offer adequate coverage for their valuable properties. Additionally, an insurance broker can assist residents in finding affordable health insurance plans that provide comprehensive coverage for their medical needs. Furthermore, an insurance broker can help residents understand the intricacies of life insurance policies and choose a plan that best meets their financial goals and family needs. Overall, an insurance broker can provide invaluable assistance to the residents of Shelburne, VT in securing the right insurance policies to protect their assets and well-being.

Retirement Planning

Residents of Shelburne, VT could benefit from the expertise of a retirement planner in several ways. With the median age of Shelburne residents being 47 years old, retirement planning becomes a pressing concern for many. A retirement planner can help Shelburne residents create a comprehensive retirement plan that takes into account their unique financial situation, including any investments, assets, and debts. Additionally, a retirement planner can provide guidance on how to maximize social security benefits and navigate the complexities of Medicare and Medicaid. For residents of Shelburne, where the cost of living is higher than the national average, a retirement planner can help ensure that their retirement savings will be sufficient to cover their expenses and maintain their desired lifestyle. Furthermore, a retirement planner can assist in estate planning, ensuring that Shelburne residents' assets are distributed according to their wishes and minimizing tax implications. Overall, a retirement planner can provide invaluable assistance to Shelburne residents in planning for a secure and comfortable retirement.

Financial Advisor

Residents of Shelburne, VT can benefit from a financial advisor in a multitude of ways. One specific area where a financial advisor can provide assistance is in estate planning. With Shelburne's picturesque location on the shores of Lake Champlain and its proximity to Burlington, many residents have accumulated significant assets over the years. A financial advisor can help residents create a comprehensive estate plan that ensures their assets are distributed according to their wishes and that their loved ones are taken care of after they pass away. This may include setting up trusts, creating a will, and minimizing tax liabilities. Additionally, a financial advisor can help residents with retirement planning, investment management, and debt reduction strategies. With the right guidance, residents of Shelburne can achieve financial security and peace of mind for themselves and their families.

Mortgage Loan Officer

Residents of Shelburne, VT would greatly benefit from the services of a mortgage loan officer. With the town's picturesque location on the shores of Lake Champlain and proximity to Burlington, many residents are looking to purchase their dream homes. A mortgage loan officer can assist with navigating the complex process of securing a loan and help residents find the best rates and terms for their unique financial situation. Additionally, with Shelburne's thriving arts community and historic attractions such as the Shelburne Museum, many residents may be interested in using a mortgage loan to invest in a vacation home or rental property. A mortgage loan officer can provide guidance on the specific requirements and regulations for these types of investments. Overall, a mortgage loan officer can be an invaluable resource for residents of Shelburne, VT looking to achieve their homeownership and investment goals.

Tax Services

Residents of Shelburne, VT can benefit from the services of a tax advisor in numerous ways. One specific aspect that sets Shelburne apart from other towns is its high property taxes. A tax advisor can assist residents in understanding the tax laws and regulations associated with owning property in Shelburne, ensuring that they are taking advantage of all possible deductions and exemptions. Additionally, a tax advisor can help residents navigate the complexities of state and federal tax codes, ensuring that they are in compliance with all applicable laws and regulations. They can also provide guidance on how to minimize tax liability, manage tax refunds, and plan for future tax obligations. Overall, a tax advisor can be an invaluable resource for residents of Shelburne, helping them to make informed decisions and achieve financial stability.

Estate Planning Lawyer

Residents of Shelburne, VT can benefit from an estate planning lawyer in a variety of ways. One of the most common ways is by creating a comprehensive estate plan that protects their assets and ensures their wishes are carried out after they pass away. This is particularly important in Shelburne, VT, where many residents own large properties and have significant assets. An estate planning lawyer can help residents navigate complex tax laws and create trusts or other structures to minimize taxes and protect assets for future generations. Additionally, an estate planning lawyer can help residents plan for incapacity by creating powers of attorney and healthcare directives, which are especially important given the aging population in Shelburne, VT. Overall, an estate planning lawyer can provide invaluable guidance and support to residents of Shelburne, VT as they plan for their future and the future of their loved ones.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

Wealth management services offered by a wealth manager in Shelburne, VT can encompass a range of financial planning and investment strategies tailored to meet the unique needs and goals of each client. From estate planning and tax management to retirement planning and risk management, a wealth manager can provide comprehensive guidance and support to help clients achieve their financial objectives. One specific aspect of Shelburne, VT that a wealth manager may take into consideration is the town's rich history and cultural heritage, which can present unique opportunities for investment in local businesses and real estate. With a complex and nuanced understanding of the financial landscape and the local community, a skilled wealth manager in Shelburne, VT can help clients navigate the complexities of wealth management with confidence and ease.

Shelburne, Vermont is undoubtedly the best place to get a wealth manager. The town's serene ambiance and picturesque scenery make it an ideal location for those seeking financial advice. With its charming small-town feel and close-knit community, Shelburne is a place where clients can feel at ease while discussing their financial goals. Furthermore, the town is home to some of the most experienced and knowledgeable wealth managers in the country, who are well-equipped to help clients navigate the complex world of finance. From estate planning to investment management, these professionals offer a wide range of services tailored to meet the unique needs of each client. In short, Shelburne, Vermont is the perfect place to find a wealth manager who can help you achieve your financial goals and secure your financial future.