A complete list of active advisors currently associated with Thompson Creek Wealth Advisors

Warmer can help you find a great advisor at Thompson Creek Wealth Advisors or one who fits your needs even better.

Thompson Creek Wealth Advisors is a small, fee-only advisory firm serving individuals, trusts, estates, pension plans and charitable organizations, managing roughly $83.7 million for about 58 client relationships. The firm offers comprehensive wealth advisory and financial planning as well as portfolio management and may place clients into third‑party managed account programs when appropriate. The firm uses a blend of strategic and tactical asset allocation and conducts fundamental and cyclical analysis to tailor portfolios to client objectives and risk tolerances. Thompson Creek invests across a broad range of instruments — including public securities, hedge funds, private placements and alternative investments — and monitors portfolios regularly with valuation and performance reviews. What distinguishes Thompson Creek from many peers is its role as an investment adviser to private funds (the Glide family of funds) and its capacity to manage pooled investment vehicles, while reporting a majority of its AUM as non‑discretionary (approximately $62.3 million non‑discretionary versus $21.4 million discretionary). The firm also combines a net‑worth based retainer model for comprehensive wealth advisory services with conventional tiered asset management schedules, an uncommon mix for a two‑advisor practice.

To learn more about the advisors currently working at Thompson Creek Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.