Wealth Management Specializations

The members of THF’s Wealth Management Team understand the complexities of your finances and the unique challenges you face. Knowing where you stand today in terms of your finances is the first step in developing any financial plan. Using state-of-the-art technology, we offer unparalleled tax and consulting expertise. Not only do we help you negotiate risks, but we also provide you with the most current information for compliance and the brightest ideas for adding value.

Access + Resources

In addition to having a reputation for responsiveness, we deliver exactly what we promise. From the start, you have direct access to our top talent and our extensive resources.

Wealth Management Services:

  • Income Preparation for Individuals, Trusts, &
  • Estates
  • Income Tax Saving Strategies
  • Retirement Planning
  • Education Funding
  • Preservation & Management of Assets
  • Charitable Giving Techniques
  • Insurance Needs
  • Asset Protection Planning
  • Business Succession Planning
  • Comprehensive Estate & Wealth Transfer
  • Planning
  • Planning with Trusts

Make It Count

The right people. The right resources. The right solutions. With our in-depth knowledge and experience, we help you develop a financial snapshot. By outlining your current situation and assisting you in developing attainable goals, you will have a road map to balancing your financial needs with your life needs.