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.

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.