Expert Financial Advice without the Labels
At Thousand Wealth Management, our experienced advisors provide financial expertise and personalized solutions to help clients achieve their financial goals. With a focus on education and transparency, our team strives to empower individuals and families to make informed financial decisions.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial solutions
- Ensures transparency throughout the process
- Empowers clients through education
- Provides ongoing support and guidance
Facts and Insights:
- Founded in 2005
- Over $500 million in assets under management
- Team of 10 dedicated financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning and consultation
- Insurance planning
Client Types:
- Individuals and families
- Business owners and entrepreneurs
- High net worth individuals
- Retirees
- Trusts and estates
Fees & Compensation:
Thousand Wealth Management operates on a fee-only basis, meaning we do not earn commissions or fees from the sale of financial products. Instead, we charge a transparent, flat fee based on the assets we manage. This fee structure aligns our interests with those of our clients, as our success is directly tied to their financial success.
Background:
With over 15 years in the industry, Thousand Wealth Management has built a strong reputation for providing expert financial advice and personalized solutions. Our team of dedicated advisors have a diverse range of backgrounds and expertise, allowing us to offer a wide range of services and perspectives to our clients.
Financial Advisor Disclosures to Know:
- All financial advisors at Thousand Wealth Management are registered with the Securities and Exchange Commission (SEC) or the appropriate state securities agency.
- Our advisors have a fiduciary duty to act in the best interests of our clients.
- We have a strict code of ethics and hold ourselves to the highest standards of professionalism and integrity.