A complete list of active advisors currently associated with Thousand Wealth Management
Warmer can help you find a great advisor at Thousand Wealth Management or one who fits your needs even better.
Thousand Wealth Management provides financial planning, discretionary investment management, retirement plan consulting, and investment oversight for held-away retirement accounts to individuals, trusts, estates, small businesses and plan sponsors. The firm offers stand-alone financial planning as well as ongoing portfolio management and consulting for retirement plans and participants. TWM typically implements portfolios using fundamental analysis and has contracted Rising Tide Wealth Advisory Solutions to manage model portfolios; the firm selects models based on each client’s objectives, risk tolerance and financial situation and continues to monitor suitability while sometimes managing accounts directly. For retirement accounts the firm acts as a fiduciary under applicable law and may include financial planning recommendations as part of its investment-management services at no extra charge when provided alongside portfolio oversight. A distinctive feature is the affiliation with Thousand CPA Services, LLC: the firms share ownership, some clients receive tax and accounting services from the CPA affiliate, and clients are under no obligation to use those services. The brochure also notes that the firm’s principals are licensed CPAs who devote a majority of their time to the accounting practice and the firm maintains a small client roster, supporting frequent personal contact and individualized oversight.
To learn more about the advisors currently working at Thousand Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Chesterfield, MO
| 7
| |
Chesterfield, MO
| 7
|
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