Simplifying Your Financial Life, Guiding You to Financial Freedom

Who We Serve

Thorough Wealth Management works with families facing a diversity of financial situations. We partner with individuals and couples across various demographics, including:

Career-oriented/dual-career families: Balancing work and family commitments while navigating financial complexities.
High-income earners: Managing significant wealth and prioritizing financial goals.
Families with debt: Seeking guidance to overcome debt and establish financial security.
Unsure about financial planning: Needing clarity and direction to prioritize financial decisions.
Those seeking work-life balance: Wishing to simplify their financial lives and enjoy life.

Our Advantage

What sets us apart is our personalized approach and the following:

Holistic Wealth Management: We consider every aspect of your financial life, including investments, taxes, retirement planning, and estate planning.
Client-Centered Focus: We work collaboratively with you to create customized financial plans aligned with your unique needs and goals.
Transparency and Communication: We provide regular updates and clear explanations throughout the process.
Passion and Expertise: Our experienced team has a deep understanding of financial planning and is dedicated to helping you achieve your goals.

Our Services

Our comprehensive services include:

Wealth Planning

Developing a comprehensive plan for wealth accumulation, preservation, and distribution.

Financial Planning

Goal-setting and strategy development for retirement, investment, and estate planning.

Investment Management

Customized portfolio management based on your risk tolerance, goals, and values.

Retirement Planning

Comprehensive plans for maximizing retirement accounts, contributions, and withdrawals.

Wealth Transfer

Guidance on estate planning, including wills, trusts, and power of attorney.

Small Business Advisory

Assistance with choosing the right business entity and managing ongoing issues.

Tax Planning & Preparation

Personalized tax planning and efficient filing to minimize your tax burden.

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Reviews (4)

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Positive: Thor is praised for their knowledge, professionalism, and personalized approach to investment management.

Overall Assessment

The reviews of Thor are overwhelmingly positive, highlighting the team's expertise, professionalism, and personalized approach to investment management.

Key Strengths

Knowledge and Expertise: The team at Thor is praised for their knowledge and ability to navigate the markets effectively.
Personalized Service: Reviewers appreciate the personalized approach to investment management, which values personal relationships, communication, and trust.
Professionalism: Thor's professionalism is consistently highlighted, with reviewers praising their responsiveness, quality, and expertise.