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.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Understanding how a stock works is key to understanding your investments.
There are ways to improve your physical fitness without denting your fiscal fitness.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn how to harness the power of compound interest for your investments.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: right now.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.