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Helping Emerging Wealth Families Achieve Their Financial Freedom

THOR Wealth Management Inc.

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Are You Emerging Wealth?

  • Couples busy with work and family
  • Career oriented/dual career family
  • High income earners
  • Families who need assistance managing their debt
  • Unsure of how to prioritize financial decisions
  • Those who aspire to enjoy their life, family, and friends
  • Looking to simplify your financial life
  • Rollover from old employer or newly inherited wealth

Passion

Our WHY

Over the years, THOR has worked with many emerging wealth families. Often times, 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. 

Passion

THOR Difference

  • One team to guide you for your lifetime
  • Our motivations are aligned with our clients (Fee-only, no selling products)
  • We thrive in guiding you during life’s significant milestones
  • Experienced advisors who have navigated the challenges of managing wealth
  • More than just money (No matter net worth, we believe everyone can benefit from professional advice)
  • Virtual Capabilities

Passion

Knowledge

Financial Planning

Odds are you have heard of the term “financial planning” before. But what does that mean? Put simply, THOR’s approach is designed to guide you toward financial freedom. Here is how you can benefit from our financial planning process:

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Knowledge

Retirement Planning

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.​

In our experience, there are three stages to life before retirement, all of which have their own set of problems to be solved.  Regardless of the stage of life you find yourself in, let us help you navigate your situation.

Knowledge

Investment Management

The right mix of investments is a key piece of your long-term financial success. Since our inception in 1992, THOR has utilized our proprietary investment model to help achieve the right mix of investments for your portfolio. 

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Knowledge

Wealth Transfer

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.

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Knowledge

Small Business

When someone decides to start their own business, or to join others in setting up a business, choosing the proper form of entity is a very important decision. Once formed, the entity may face ongoing issues. We are here to help and have advisors with years of experience that can assist in this area. 

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Knowledge

Tax Planning & Preparation

Wealth management takes a holistic view of a household’s finances and cash flow.  A large portion of your income goes to income taxes. It is common for these taxes to account for 25% or more of your annual income.  With experienced planners and tax preparers on staff, THOR provides year-round tax planning advice. 

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Caring

Our Team

Over the years, THOR has built a dedicated team as unique and talented as the people we serve.  Our team is your team and is here to assist you with any of your financial needs.

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Caring

Investment Policy

THOR has a policy, with minor exceptions, that requires its employees to invest their personal assets in the same assets that we invest in for our clients.  We believe this helps align our interests with our clients and shows our confidence in our portfolio selections.  We refer to this as “eating our own cooking.”

Caring

Our History

For over 25 years, we have helped 500+ people, just like you, with your wealth needs.  When we started, we were designed to bring institutional money management services to individuals.  Over the years, we have evolved to the point where today we are a full-service wealth advisory firm.

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3 Easy Steps

Here is what to expect when working with us.

Let's talk

1

We want to get to know you! Arrange an introductory conversation.

2

Work together to determine what THOR can do for you.

3

Begin your path to financial freedom. Start today!

Passion
Knowledge
Caring