A complete list of active advisors currently associated with THOR Wealth Management Inc

Warmer can help you find a great advisor at THOR Wealth Management Inc or one who fits your needs even better.

THOR Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, retirement plans, trusts, estates, charitable organizations and business entities. The firm combines portfolio management with planning services that address retirement, estate and tax matters and also offers tax preparation support for clients. THOR describes its investment approach as a “total portfolio” manager using active, diversified model portfolios guided by written investment policy statements; its process combines fundamental and technical analysis with a proprietary reversion-to-the-mean model to overweight undervalued asset classes and styles. The firm draws on third‑party research (including Applied Finance Group), uses mutual funds, ETFs, individual securities and fixed income, and at times places allocations into limited‑liquidity alternatives such as private REITs while also monitoring held‑away retirement accounts via a third‑party aggregation platform. A distinguishing feature is that one of the firm’s owners remains a licensed attorney who, on a limited basis, provides estate planning and related legal services to some clients with full disclosure and the option to seek outside counsel. The firm’s combination of in‑house tax preparation, a proprietary investment model, use of specialized equity analytics, and periodic inclusion of non‑traded or limited‑liquidity investments is less common among similarly sized advisory teams.

To learn more about the advisors currently working at THOR Wealth Management Inc, 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.