Welcome to Thurman Private Wealth
Thurman Private Wealth was founded more than a quarter of a century ago with the specific goal of providing independent, objective advice in serving the unique requirements and protection of high net-worth individuals and families.
In 2005, we started working closely with top-tier private equity firms in Silicon Valley. Through this work, we interacted with the top hedge fund, private-equity, and venture capitalists where we became familiar with the long-term endowment investing approach used at Harvard and Yale universities. The endowment model incorporates all major asset classes, including alternatives, selects top managers for each, and takes a long-term view on their returns.
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 high net-worth individuals and families.
Our top priority is creating a culture of exceptionalism in being objective and forward looking in our goal to help families avoid risks and capture opportunities through due diligence, because we believe it is very important to know the persons who are managing the money. Our highly experienced professionals have access to distinctive investment opportunities across traditional and alternative asset classes.
We use our experience and talents in striving to be your preferred 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.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There’s a link between debt and stress.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
One way to find money is to examine your current spending habits and eliminate money wasters.
Understanding the economy's cycles can help put current business conditions in better perspective.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Being healthy not only makes you feel good, it may also help you financially.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
What are your options for investing in emerging markets?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you have causes that you want to support with donations? Here are three tips.
A quick history of the Federal Reserve and overview of what it does.
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”