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Should I Invest In REITs? The Business Cycle Are Alternative Investments Right for You? Sit, Stay, Rollover: A Guide to IRA Rollovers

Welcome to Thurman Private Wealth

Thurman Private Wealth was founded more than a quarter of a century ago with the specific focus of providing independent, transparent and intellectual defense counsel 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 and selects top managers for each.    

Most of today's banks, investment advisors and "wealth managers" have focused on the "me too" products where they are trying to appeal to the broad array of clients generally referred to as the "mass affluent". We are different.

At Thurman Private Wealth, we make investments. We're no different in that sense than a lot of other firms. But how we make them and who we are is what sets us apart. We bring the highly specialized knowledge, financial expertise, and service necessary to manage your complex financial affairs. 

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. Until a problem has been solved, nobody really understands that it even exists. That is why we will always give you straight answers to difficult questions and always pursue your best interests.

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.

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