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Private Wealth Management

Private Wealth ManagementTHOR Investment is a Private Wealth Management group with in-house experts in Investment Management, Tax Analysis, Retirement and Estate Planning.

As a Private Wealth Management firm, THOR is here to help you with all the financial decisions you face that impact your long-term financial situation. This requires more than just advising on how you should invest your assets.

Private Wealth Management requires exceptional financial expertise coupled with a very personal, individualized approach to every client.  What is a client’s life stage? What particular needs arise or contingencies must be planned for, stemming from special family or business situations?  What are a client’s personal goals and time horizons for each?

At THOR, we have in-house experts in Investment Management, Tax Analysis, Retirement and Estate Planning. To adequately grow and protect your wealth, you need advice in all of these areas, and as a private wealth manager with over $325 million under management, THOR has 24 years of experience in helping people reach their retirement goals. And as a fee-only wealth management group, you can expect tailored advice without any conflicts of interest.

Located here in Cincinnati, we’re here to help you manage and grow your wealth. Schedule an in-person meeting today to find out how THOR can help you achieve your long-term goals.