Why Thorium

  • Financial and Investment Planning are the foundation of our relationship with clients.
  • We are independent and objective. Our mission is to help you pursue your goals.
  • We have over 13 years of experience working with business owners and successful individuals.
  • Ongoing client education is a part of every client relationship.
  • Every client receives a plan designed around their future goals and dreams.
  • We are able to help clients with all aspects of their financial lives.
  • Our clients know what they are paying for at all times.
  • We have an advisory board that I turn to with the purpose of helping to ensure our practice is providing quality services.
  • We have a disciplined wealth management process.