Building wealth with your personal interests and goals in mind.

What are your financial goals? We know that planning for your financial future can be complex and getting started can be difficult – let us guide you to financial freedom.

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Passion - Knowledge - Caring

Our Services

For the past 25 years, THOR has helped over 500 people, just like you, find financial security. In fact, CNBC has named THOR one of the top 100 fee-only wealth management firms in the country.


3 Easy Steps
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!

Who We Are

All of us at THOR are very passionate about what we do and we strive to make the best financial decisions for you on a daily basis. We hope to be your financial advisor for life, offering support for all of your key financial decisions along the way.

500+
Clients Guided

$350M+
Assets Managed

As of 4/1/18

About Us

Recent News

Will Italy Be Saved by the ECB?

The Italian election at the end of May has shaken up Europe and the Italian bond market.    The change in Italy will make things more volatile over the next several months.    We believe that the ECB will keep Italy afloat with purchases of Italian Government bonds.       When Mario Draghi steps…

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What is a Backdoor Roth IRA?

Roth IRAs are a powerful way to save for retirement.  The beauty of a Roth IRA is that all growth and withdrawals from the account are tax-free and having a tax-free income source in retirement can be extremely beneficial.  It is important to keep in mind that any contributions to…

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Ballooning Corporate Debt

Corporations have increased debt loads over the past few years because of the Federal Reserve’s ultra easy monetary policy. Now with rates going up, stress is starting to show up in the corporate bond market. With over $4.4 trillion in corporate bonds coming due by the end of 2022, higher…

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Market Updates

We spend a lot of time studying the market and we share our thoughts via email. If you would like to learn what we think, please enter your email address below for occasional updates.