Who We Are
Founded in 1987, De Thomas Wealth Management has provided clients with independent financial advice for over 30 years. By promoting a culture of independence we have the ability to think differently about investing. We are able to ensure that everything we do is designed to give our clients the best chance for investment success and that our clients best interests are always our number one priority.
WHAT WE DO
We provide our clients with quarterly performance reporting, regular meetings, financial planning, and ongoing financial advice.
Our independence means that our advice is never motivated by commissions or incentives from outside influences or financial products.
We understand that everyone has unique needs and goals. We take pride in provinding advice that is tailored specifically to each individual client.
We focus on factors that we can control. We do not pick stocks or try and time the market. We focus on a diversified asset allocation, minimizing fees and taxes and maintaining investment discipline.
We help you protect your wealth by recommending tax-efficient strategies designed specifically for your personal tax obligations.
Whether you are already retired, or will be retiring in the near future, we will help you build a comprehensive retirement plan so you can enjoy the lifestyle you have always dreamed of.
Children's education is one of the biggest cash outflows for families. We will help you plan for increasing costs of education and provide you with the peace of mind that your children will be able to pursue their dreams.
Preserve your wealth for future generations. We help navigate the complex and sometimes emotional decisions of estate planning.
Advisory services designed for High Net Worth investors with greater than $5 million of investable assets.