Specific Services
At Thatcher Wealth Management, we provide comprehensive services that help empower our clients with financial clarity and confidence.
Investments
Your investment strategy should be as unique as you are. We craft personalized strategies with your distinct goals, risk tolerance and life situation in mind.
Social Security
Social Security can be complex, but we’re here to help. We’ll walk you through your options so you can make informed decisions and optimize our benefits.
Tax Reports
Taxes don’t have to be a headache. We provide detailed reports to help you preserve what you’ve worked hard for and make the most of your financial situation.
Income Planning
Your future deserves a solid foundation. We design income plans that give you stability and the confidence that your money will last and serve you well.
Wholeheartedly Committed to Serve With Integrity and Innovation
You deserve a financial guide you can trust. Our passion for integrity and innovation drives us to deliver exceptional service while staying true to our values. We are steadfastly committed to doing right by every client, ensuring our work reflects the highest ethical standards while leveraging cutting-edge tools to create financial strategies that preserve and help empower.
Three Key Goals
We create plans that aim for portfolio growth, preservation and legacy giving.
1. Growth
We’re here to help build wealth and change lives. Whether you’re a high net worth entrepreneur, a lifelong saver who’s provided well for your family or an accomplished professional who’s beginning to ponder time away from the office, we create strategies that fit your goals and move you confidently toward your dreams.
2. Preservation
Preserving what you’ve built matters. We’ll help you put the right strategies in place to help keep your assets and help provide reassurance that you’re well prepared to make the most of the road ahead.
3. Giving
Want to make a difference for the people and causes you care about? We’ll help you create a giving plan that reflects your values and lets you leave the legacy you’ve always imagined.
High Net Worth Services
As your net worth grows, so can your potential challenges and choices. We offer personalized, integrated services for individuals with higher net worth.