Comprehensive Wealth Management
Comprehensive Wealth Management is an exclusive service that we provide to clients that have established an initial planning relationship with our office. Our services are designed to simplify your financial experience by combining investment portfolio management, life planning, and risk management services all under one roof. If you’d like, we’re also happy to work with your existing tax and legal professionals to ensure that all aspects of your finances are working in concert.
With an increase in the number of affluent investors in recent years, there is a growing demand for sophisticated financial strategies and expertise. Thomas Financial Associates has years of experience delivering highly customized and tax sensitive investment strategies that meet the unique needs of today’s investors.
In a world of rapid-fire information and an ever-changing economic landscape, you need independent and objective investment advice. Through our partnership with LPL Financial, we utilize an independent research team consisting of over forty seasoned and accomplished industry veterans. The team is guided by three tenets, performance, service, and transparency, and is committed to delivering timely, in-depth research on varying investment products, asset allocation strategies, and perspective on the financial markets.