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THOR Wealth Management, Inc.

Your one-stop shop for all your wealth needs

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Passion. Knowledge. Caring.

A common complaint we hear from people when it comes to managing their money is “I don’t have the time to deal with it." Starting your path to financial freedom can be difficult and time consuming – let us help guide you down that path.

What are your financial goals?

Passion

Our History

For over 25 years, THOR has helped 500+ people, just like you, find financial security.  When it started, THOR was designed to bring institutional money management services to individuals.  Over the years, the business has evolved to the point where today we are a total wealth advisory firm.

About Us

Passion

Our Approach

The “core” of who THOR is can be summed up in three words:  Passion, Knowledge and Caring.  These are the foundations of our work culture and the services we provide.

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Knowledge

Financial Planning

Building an appropriate financial plan is the place to start. All other financial decisions follow from this plan to protect your interests while building and preserving your overall wealth.

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Knowledge

Retirement Planning

Years before retirement, careful thought and planning should be given to how your life savings will be spent when your career is over. How you navigate the tax laws can significantly impact the long-term savings for you and your family.

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Knowledge

Business Advisory

Whether growing, buying, or selling a successful business, the financial and legal strategies associated with the business have great significance for your long-term planning. THOR works closely with business owners and executives when important decisions need to be made.

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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 our portfolios.

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Knowledge

Estate Planning

How will you protect your assets and your heirs from huge tax liabilities and probate court problems? Taking the right steps to maximize the wealth transfer to your family takes careful planning and execution.

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Knowledge

Tax Planning

Taxes impact virtually every aspect of our life, regardless of income level. Proper planning is critical to making accurate investment and financial decisions.

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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

Eat Our Own Cooking

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.”

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