Think Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Think Wealth Management provides ongoing portfolio management and pension consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities. The firm prepares individualized Investment Policy Statements and delivers services such as asset allocation, investment strategy, asset selection, and regular portfolio monitoring.
The firm’s investment approach includes cyclical and technical analysis and employs both long- and short-term trading across mutual funds, fixed income, ETFs (including precious-metal ETFs), real estate funds, annuities and non-U.S. securities. It offers both discretionary and non-discretionary management, may use model allocations alongside tailored recommendations, and conducts at least annual reviews of client accounts.
A distinctive disclosure in the brochure is that the firm’s principal is a licensed insurance agent and may offer commissionable insurance products (including annuities), a relationship the firm identifies as a potential conflict of interest. The firm also requires clients to custody assets with Altruist’s institutional platform and participates in that program, receiving research, technology and other soft-dollar benefits that could indirectly influence custodian selection.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable
Main office
See officeNashville TN
Advisors at this office
1
Offices (2)
Most active in
Michigan · Tennessee
Also doing business as
Think Financial Strategies, LLC · Think Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Tyler H
Series 66
Nashville, TN
Think Wealth Management
Tyler Hinkson is a financial advisor at Think Wealth Management in Nashville, TN, holding a Series 66 designation with nine years of industry experience. His prior work includes five years at Edward Jones before joining Think Financial Strategies, LLC, where he has been since 2021. Think Wealth Management provides investment advisory and pension consulting services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing both long-term and short-term trading strategies along with cyclical and technical analysis.
Lucas I
Series 65
Iron River, MI
Think Wealth Management
Lucas Isaacson is a financial advisor with Think Wealth Management in Iron River, MI, holding a Series 65 designation and one year of industry experience. His background includes multiple years at Isaacson Tax & Accounting and roles at The Miners State Bank and educational institutions such as the University of Wisconsin-Green Bay and Michigan Technological University. Think Wealth Management provides portfolio management and pension consulting to individuals, pension and profit-sharing plans, charitable organizations, and business entities, offering services including investment policy development, asset allocation, and portfolio monitoring. The firm employs both cyclical and technical analysis and utilizes a range of investment vehicles with options for discretionary and non-discretionary management.
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