Here for all your life moments.
Here for all your life moments.
Helping you achieve financial clarity
is what we do.
Investment Management
We build a personalized portfolio that meets your investment needs.
Financial Planning
We work together to create a tailored plan that fits just right.
Retirement Planning
We work with you to build the retirement you’ve always wanted.
Estate Planning
Our legal affiliates can help with protect you and the ones you love.
Milestone Advising
For every chapter in life, and the milestones in between, our advisors will guide you.
Tax Planning
Our tax planning partners are here to help with all your tax needs.
Helping you achieve financial clarity is what we do.
Investment Management
We build a personalized portfolio that meets your investment needs.
Financial Planning
We work together to create a tailored plan that fits just right.
Retirement Planning
We work with you to build the retirement you’ve always wanted.
Estate Planning
Our legal affiliates can help with protect you and the ones you love.
Milestone Advising
For every chapter in life, and the milestones in between, our advisors will guide you.
Tax Planning
Our tax planning partners are here to help with all your tax needs.
Turning Complexity
into Clarity.
Andrea
Andrea was completely blindsided. After forty-one years of marriage, her husband blindsided her with a divorce. Although Andrea had a successful career, Mike had taken care of the finances. Now she had to learn to manage everything through a painful and emotional period. She was understandably overwhelmed. And when [...]
Rachel and Andrew
Rachel and Andrew are both young professionals in their late 30s with two small children. They are new to investing and other than a few stocks that were gifted during their youth and a 401(k) plan through Rachel’s job, they had never invested in the market. During their 20’s they [...]
Lucy and Gerry
Lucy and Gerry came to us in their mid-50s. Prior to working with Theus Wealth Advisors, they were working with an investment advisor at a large brokerage firm. They came to their first meeting with a brokerage statement that was quite confusing - hundreds of investments and managers, lengthy [...]
Turning Complexity
into Clarity.
Andrea
Andrea was completely blindsided. After forty-one years of marriage, her husband blindsided her with a divorce. Although Andrea had a successful career, Mike had taken care of the finances. Now she had to learn to manage everything through a painful and emotional period. She was understandably overwhelmed. And when [...]
Rachel and Andrew
Rachel and Andrew are both young professionals in their late 30s with two small children. They are new to investing and other than a few stocks that were gifted during their youth and a 401(k) plan through Rachel’s job, they had never invested in the market. During their 20’s they [...]
Lucy and Gerry
Lucy and Gerry came to us in their mid-50s. Prior to working with Theus Wealth Advisors, they were working with an investment advisor at a large brokerage firm. They came to their first meeting with a brokerage statement that was quite confusing - hundreds of investments and managers, lengthy [...]
This is why we’re different.
We’re family owned
and operated
and operated
Not captive, nor corporate.
We take the family aspect of our business very seriously. With a history of service both to country and family, we handle client portfolios with the same care and principles as our own. From your initial contact, we hope you can feel the difference.
We’re family owned
and operated
and operated
Advice driven by your needs,
not our financial gain.
We take the family aspect of our business very seriously. With a history of service both to country and family, we handle client portfolios with the same care and principles as our own. From your initial contact, we hope you can feel the difference.
INVESTMENT APPROACH
We are dedicated to handling each portfolio with the same attention and dedication as our own.
Customized Portfolio
Every investor possesses distinct goals, objectives, tax considerations, and tolerance for risk. This is why we tailor a portfolio specifically to fit your unique circumstances. We avoid a one-size-fits-all approach to investing.
Tax Efficient
Tax efficiency is fundamental to our operations. We consistently evaluate the potential tax implications of our clients’ investment choices. Unexpected tax surprises are something we always strive to avoid.
Research Based Investing
The investment marketplace has thousands of options to chose from. With a vast selection of more than 30,000 mutual funds and 2,000 ETFs, obtaining professional guidance tailored to your needs is crucial.
INVESTMENT APPROACH
We are dedicated to handling each portfolio with the same attention and dedication as our own.
Customized Portfolio
Every investor possesses distinct goals, objectives, tax considerations, and tolerance for risk. This is why we tailor a portfolio specifically to fit your unique circumstances. We avoid a one-size-fits-all approach to investing.
Tax Efficient
Tax efficiency is fundamental to our operations. We consistently evaluate the potential tax implications of our clients’ investment choices. Unexpected tax surprises are something we always strive to avoid.
Research Based Investing
The investment marketplace has thousands of options to chose from. With a vast selection of more than 30,000 mutual funds and 2,000 ETFs, obtaining professional guidance tailored to your needs is crucial.
Our Process
Our Process
