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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

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

 

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.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Emerging Market Opportunities

What are your options for investing in emerging markets?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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