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Raise Your Retirement Income Are Alternative Investments Right for You? Sit, Stay, Rollover: A Guide to IRA Rollovers The Junk Drawer Approach to Investing

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.

 

Helpful Content

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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