Over the years, THOR has worked with many emerging wealth families. Oftentimes, parents are focused on their careers, while trying to balance their busy family life - family finances are many times looked at as "we'll get to that later." We help to lighten the burden by making complex financial needs understandable and straightforward.
This allows the family to focus on what is most important to them, knowing THOR is in the background guiding and coaching them to financial freedom. We want YOU to achieve that same freedom. No matter your financial complexity or net worth, we believe everyone can benefit from professional advice. Each family has a distinct set of values, goals, and priorities which leads to unique financial situations.
This allows the family to focus on what is most important to them, knowing THOR is in the background guiding and coaching them to financial freedom. We want YOU to achieve that same freedom. No matter your financial complexity or net worth, we believe everyone can benefit from professional advice. Each family has a distinct set of values, goals, and priorities which leads to unique financial situations.
Services
Each family has a distinct set of values, goals, and priorities which leads to unique financial situations. Financial planning is a collaborative process that assists you in aligning your personal and financial circumstances. It outlines a strategic and intentional plan that maximizes the potential of achieving financial freedom.
High Risk = Underweight equity and/or fixed income exposure & increase alternative investments (low beta). Low Risk: = Overweight equity and/or fixed income exposure & minimal to no alternative investments (high beta). We are a long-term, tactical investment manager (meaning we will adjust your portfolio allocation over time).
Like many things in life, planning for a particular event should begin years ahead of the event itself. Like many less-than-exciting planning activities, individuals tend to put retirement planning at the bottom of their priority list. We strive to help our clients be proactive with their financial life.
You and your family have worked hard to accumulate your wealth. Do you need help creating your estate plan? Do your parents need advice with their estate plan? We can assist you in these matters and choices to help you achieve your wealth transfer goals. Many parents start thinking about estate planning after the birth of their first child.
Reviews (3)
Joe Kruessel
Oct 16, 2020
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Mark Miller
Jul 07, 2020
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Positive: Professionalism, Quality, Responsiveness
I have worked with Thor personally and through our business for a number of years. They are knowledgable and professional in every regard. As a smaller firm they value personal relationships based on communication and trust and we have been very pleased with their diversification strategy and investment returns.
I have worked with Thor personally and through our business for a number of years. They are knowledgable and professional in every regard. As a smaller firm they value personal relationships based on communication and trust and we have been very pleased with their diversification strategy and investment returns.
David Brecount
Jan 08, 2016
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