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 and protection of high net-worth 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, and their ilk. 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 wealthy families.
Our top priority is 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.
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.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
It's important to understand how inflation is reported and how it can affect investments.
An increasing number have been developed to help individuals with their personal finances.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Military families face unique challenges, making personal finance even more critical.
How long does a $20 bill last?
Couples may be able to head off many of the problems in a marriage that money can cause.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Three things to consider before dipping into retirement savings to pay for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
$1 million in a diversified portfolio could help finance part of your retirement.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Even low inflation rates can pose a threat to investment returns.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.