Services Our Services Our personal approach to client service is key to the service we provide. Wealth Management For better or for worse, life happens in transitions. Financial Planning The path toward your financial future requires a clear vision, a detailed plan, and a dynamic team. Investment Management Gaining insight into a client’s life and financial situation is at the core of our wealth management strategy. Retirement Planning Retirement is something that you create with the decisions you make every day. Risk Management Reducing risk is at the core of our philosophy and process. Business Planning Thorium’s founder has a long history of helping entrepreneurs determine the proper strategies for their businesses. Estate Planning Your work in building wealth should reward your family, not the government. Charitable Planning This is true no matter how grand or modest a contribution you can afford. Education Planning College costs money and lots of it.
