TAKE CONTROL OF YOUR FUTURE.
Get comprehensive financial planning and management.
Don’t be afraid of the unknown.
Ever wonder if you’re:
Saving enough?
Investing wisely?
Making the right tax moves?
You’ll never feel secure in your financial future if you don’t define your goals.
Find empowerment when you take the wheel.
Define your goals
Build a plan for your future, tailored to your unique goals and stage of life.
Grow/protect wealth
Transform your hard-earned dollars into investments that can help you achieve those financial goals.
Feel confident
Rest easy knowing you have a team of experts working to find clever solutions to tax, debt, and investment sticking points.
No one should feel their finances are out of control.
We care about your goals—not our bottom line.
As fiduciaries, your financial goals are our highest priority, always. We succeed when your succeed.
Fee-Based Planning
We use analysis and strategy to create your portfolio, keeping a close on eye your assets and taking quick action to capitalize on opportunity and manage risk.
Hand-Picked Portfolios
We personally care about your wealth management: We lose sleep so you don’t have to.
The Buck Stops Here
More Than Stocks & Mutual Funds
We use a multi-faceted approach to diversify across asset classes, and we compartmentalize risk with the goal of long-term success
Understand. Plan. Achieve.
Schedule a conversation
Let’s define your financial goals and outline your vision for the future.
Create an action plan
Decide how much of your finances you want Thornwood Financial to manage, and we’ll take it from there.
Take Control
Feel confident knowing you have a plan in place and a clear path forward.
At Thornwood Financial, our goal is to help you use your finances to achieve the life—and future—you want.
We design financial strategies based on where you are, and where you want to go, working tirelessly to gain your trust along the way.
Our seasoned advisors are resourceful and intentional: Years of experience have taught us how to be strategic with your hard-earned dollars while managing any undue risk.
Whether you have a significant amount of assets or are just starting out, Thornwood Financial is here to help you take control of your financial future.