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Just released, the 2024 Emerging Wealth Family Report: Financial Habits, Brand Loyalties, and Hobbies offers fresh insights from over 300 families shaping the future of wealth. Discover how your own habits and preferences compare to these next generation families.
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Over the years, THOR has worked with many emerging wealth families. Oftentimes, parents are focused on their careers, while trying to balance their busy family life – family finances are many times looked at as “we’ll get to that later.” We help to lighten the burden by making complex financial needs understandable and straightforward. This allows the family to focus on what is most important to them, knowing THOR is in the background guiding and coaching them to financial freedom. We want YOU to achieve that same freedom.
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Wealth planning, financial planning, investment management, taxes… all from one team
Fee-only, no products to sell and we invest in what we recommend to our clients
Money affects everyone and impacts all aspects of life. We thrive in guiding you during life’s most significant milestones.
Balancing your financial priorities can be challenging. Having THOR as your financial quarterback can ease the burden.
No matter your financial complexity or net worth, we believe everyone can benefit from professional advice.
Innovative and collaborative use of technology that allows you to view your financial dashboard anytime and anywhere
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Knowledge
Like many things in life, planning for a particular event should begin years ahead of the event itself. Like many less-than-exciting planning activities, individuals tend to put retirement planning at the bottom of their priority list. We strive to help our clients be proactive with their financial life.
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Each family has a distinct set of values, goals, and priorities which leads to unique financial situations. Financial planning is a collaborative process that assists you in aligning your personal and financial circumstances. It outlines a strategic and intentional plan that maximizes the potential of achieving financial freedom.
Learn more about Financial PlanningKnowledge
The right mix of investments is a key piece of your long-term financial success. Since our inception in 1992, THOR has utilized our proprietary investment model to help achieve the right mix of investments for your portfolio.
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You and your family have worked hard to accumulate your wealth. Do you need help creating your estate plan? Do your parents need advice with their estate plan? We can assist you in these matters and choices to help you achieve your wealth transfer goals.
Learn more about Wealth TransferKnowledge
When someone decides to start their own business or to join others in setting up a business, choosing the proper form of entity is a very important decision. Once formed, the entity may face ongoing issues. We are here to help and have advisors with years of experience that can assist in this area.
Learn more about Small Business AdvisoryKnowledge
Wealth management takes a holistic view of a household’s finances and cash flow. A large portion of your income goes to income taxes. It is common for these taxes to account for 25% or more of your annual income. With experienced planners and tax preparers on staff, THOR provides year-round tax planning advice.
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Caring
This article highlights Steve Watkins (Cincinnati Business Courier) interview with Jim Gore, CFA, CMT, CAIA. Jim discusses starting the firm, recent firm growth, and the future of THOR Wealth Management.
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Over the years, THOR has built a dedicated team as unique and talented as the people we serve. Our Cincinnati wealth management team is your team and is here to assist you with any of your financial needs.
Meet Our TeamCaring
THOR has a policy, with minor exceptions, that requires its employees to invest their personal assets in the same assets that we invest in for our clients. We believe this helps align our interests with our clients and shows our confidence in our portfolio selections. We refer to this as “eating our own cooking.”
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For over 25 years, we have helped 500+ people, just like you, with wealth management. When we started, we were designed to bring institutional money management services to individuals. Over the years, we have evolved to the point where today we are a full-service wealth advisory firm.
Learn moreWe want to get to know you! What are your financial goals, wants, needs, worries, etc.?
The second meeting is our chance to talk about THOR and how we can help your family.
If there is a fit, this meeting is all about setting up a seamless road ahead.