Welcome to Thurman Private Wealth
We are a truly independent wealth management firm founded more than a quarter of a century ago. Our team has more than 50 years of expertise in serving high-net worth clients with a distinct body of knowledge.
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 build strong, meaningful relationships with you, your family, and your other advisors as well.
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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Bonds may outperform stocks one year only to have stocks rebound the next.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn how to harness the power of compound interest for your investments.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Smart investors take the time to separate emotion from fact.