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 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 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 [...]