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.
Will You Pay the AMT?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A few strategies that may help you prepare for the cost of higher education.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential capital gains taxes due on your transactions.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learning more about gold, and its history, may help you answer that question.
There’s an alarming difference between perception and reality for current and future retirees.
There are nearly 1,200 ETFs available. Should you invest in them?
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.