About Thayer wealth management
Thayer Wealth Management: Your Partner in Total Wealth Management
Thayer & Co. Total Wealth Management is an Income and Financial Tax Advisory Firm that provides comprehensive financial planning services to individuals, families, and businesses. With over 30 years of experience in the industry, Thayer & Co. has established itself as a trusted partner for clients seeking to achieve their financial goals.
At Thayer & Co., we believe that total wealth management goes beyond just managing investments or taxes. It involves a holistic approach that takes into account all aspects of your financial life – from retirement planning to estate planning, from risk management to tax optimization.
Our team of experienced professionals includes Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), and Enrolled Agents (EAs) who work together to provide customized solutions tailored to your unique needs and goals.
We understand that every client is different, which is why we take the time to get to know you personally before developing a plan that fits your specific situation. Whether you are just starting out in your career or nearing retirement, we can help you navigate the complex world of finance with confidence.
Our services include:
Financial Planning: We help you define your financial goals and develop a plan for achieving them. This includes analyzing your current assets and liabilities, creating a budget, identifying investment opportunities, and monitoring progress over time.
Investment Management: We offer personalized investment strategies designed to maximize returns while minimizing risk based on your individual risk tolerance level.
Retirement Planning: We help you prepare for retirement by developing a comprehensive plan that takes into account factors such as Social Security benefits, pension plans, 401(k)s/IRAs/ROTHs etc., healthcare costs etc..
Estate Planning: We assist with estate planning by helping clients create wills/trusts/power-of-attorney documents etc.. Our goal is always ensuring our clients' wishes are carried out after they pass away while minimizing taxes and other costs.
Tax Planning: We help clients minimize their tax liability by identifying deductions, credits, and other strategies that can reduce their overall tax burden.
Risk Management: We help clients protect themselves against unforeseen events such as disability or death by providing insurance solutions tailored to their specific needs.
At Thayer & Co., we are committed to providing our clients with the highest level of service and expertise. Our goal is to build long-term relationships based on trust, transparency, and mutual respect. Contact us today to learn more about how we can help you achieve your financial goals!