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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here are five facts about Social Security that are important to keep in mind.
How long does a $20 bill last?
Good employee health can be great for the company’s bottom line.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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
Are Real Estate Investment Trusts right for your portfolio?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Investors seeking world investments can choose between global and international funds. What's the difference?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?