Welcome to Thurman Private Wealth
Thurman Private Wealth was founded more than a quarter of a century ago with the specific goal of serving the unique requirements of high net-worth families. Most of today's brokers, banks, investment advisors and "wealth managers" have focused on appealing to the broad array of clients generally referred to as the "mass affluent". We are different. At Thurman Private Wealth, we bring the highly specialized knowledge, financial expertise, and service necessary to manage the complex financial affairs of wealthy families. We are ever vigilant in being objective and forward looking in our goal to help families avoid risks and capture opportunities.
Our commitment to you is to become your most trusted advisor. We recognize this trust must be earned by a single-minded devotion to keeping our promises, delivering excellent service, and caring about each of our clients as individuals. We collaborate closely with our clients.
Our specialty areas include: business owners, generational wealth, inherited wealth, physicians, retirees or near-retirees and executives.
We use our experience and talents to be your greatest financial resource. That is why we will always give you straight answers to difficult questions, and always pursue your best interests when it comes to your goals.
If you are looking for a firm that puts you and your family’s future first, maintains discretion, independence and accountability, then we may be the firm for you.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
For many, retirement includes contributing their time and talents to an organization in need.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Are you ready for retirement? Here are five words you should consider.
What are your options for investing in emerging markets?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The decision whether to buy or rent a home may have long-term implications.
Recent changes in estate tax laws could affect the strategy you have in place.