Wealth management is a life-long journey. The course may change with your financial situation or the status of the current market, but it should always make progress to an established destination: your personal financial goals.
AT THE THODE INVESTMENT CONSULTING GROUP, WE START WITH YOUR LIFE AND PLAN YOUR MONEY AROUND IT.
Our team helps clients define investment goals using the Envision® Process and then work to reach them through our advice, experience and guidance. We measure success by the progress you make towards the goals you establish and continually create investment plans aimed to work to minimize any risk that would deter it. Envision can help to answer the most critical of financial questions, How am I doing?
Our team has over 94 years of combined investment experience in the areas of Investment Planning, Retirement Planning, Family Wealth Planning & Transfer, Cash Flow Analysis & Income Replacement, Corporate Executive Solutions, Education Planning, Asset Protection & Risk Management, Liability Management, Charitable Giving, Institutional Consulting and Trust Services.
The Thode Investment Consulting Group believes true wealth management is about individual needs, not absolute dollars. We take inspiration from the iceberg, a symbol of strength whose great substance below the surface creates stability above. Substance and stability are our key principles. Our team develops deep relationships with clients, making your personal goals our goals while remaining ever-vigilant of the risks that aren’t readily apparent.
It's our belief the value of advice and a comprehensive planning process has the potential to enhance investment returns. We believe individuals that adhere to a process have a higher likelihood of success and are less likely to succumb to behavioral biases that can prevent investors and families from reaching their goals.
Through prudent investment counsel, thoughtful tax planning strategies and expense control, we work with you and your tax and legal professionals to provide a seamless, cohesive strategy.
Being part of Wells Fargo Advisors we have access, as of 2022, to more than 5,000 experts in business succession planning, foundation and endowment consulting, tax planning, estate investment planning and philanthropic planning to name just a few. We can also provide access to Wells Fargo affiliate products and services such as wealth planning, private banking, trust services and insurance as well as various customized and more traditional lending products.
*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of financial advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.