Family Wealth Management
After 30 years of managing client wealth, we continue to grow and develop our team to provide the advice and service our clients seek. Over the years, we have expanded our family relationship model to include the children and grandchildren of our client families. To us, this reflects a deeper and more meaningful way of supporting the families we serve.
The children and grandchildren of our client families have direct access to our team. Whether they are evaluating employment opportunities, exploring first-time home savings plans, establishing education funds for the next generation, navigating company stock and equity compensation plans, or simply looking for a trusted sounding board, we want them to know they have a team they can turn to.
One principle we have always believed in is that financial guidance should not begin when someone inherits wealth. We believe it should start much earlier—when individuals are building their careers, making major life decisions, and developing the habits that will shape their financial future.
To the families who have introduced their children and extended family members to us, thank you for your trust.
Future generations
As our clients’ needs have evolved, we have intentionally built a team that embraces a comprehensive approach to wealth management, including intergenerational planning and financial education. At Thor Wealth Management Group, we believe our responsibility extends beyond managing assets. It includes helping families prepare future generations to become thoughtful stewards of wealth and make sound financial decisions. We believe our clients’ children, grandchildren, and future generations will thank them for it.
