THOR Wealth Management

THOR Wealth Management

Investment-Management

Cincinnati, OH
United States
Company Tagline

Turning Emerging Wealth Into Lasting Wealth

Industry Category
Investment-Management
Company Description

THOR Wealth Management is dedicated to turning emerging wealth into lasting wealth through comprehensive investment management and financial planning services. Located in Cincinnati, OH, THOR Wealth Management is committed to providing a personal, hands-on approach tailored to each client's unique needs and goals.

THOR Wealth Management offers a full spectrum of services, including investment management, financial planning, retirement planning, estate planning, tax planning, and business advisory. The firm focuses on building strong personal relationships to tailor portfolios and make necessary adjustments as clients' needs and goals evolve throughout their lives. The primary address for THOR Wealth Management is 7346 Beechmont Avenue, Cincinnati, OH 45230, US.

With a mission to be a trusted advisor, THOR Wealth Management assists families with all financial and key life decisions, helping to build and preserve wealth. We invite the manager of THOR Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further enhance your commercial development.

THOR Wealth Management se consacre à transformer la richesse émergente en richesse durable grâce à des services complets de gestion des investissements et de planification financière. Située à Cincinnati, OH, THOR Wealth Management s'engage à fournir une approche personnelle et pratique adaptée aux besoins et aux objectifs uniques de chaque client.

THOR Wealth Management offre une gamme complète de services, comprenant la gestion des investissements, la planification financière, la planification de la retraite, la planification successorale, la planification fiscale et le conseil aux entreprises. L'entreprise se concentre sur l'établissement de relations personnelles solides pour adapter les portefeuilles et apporter les ajustements nécessaires à mesure que les besoins et les objectifs des clients évoluent tout au long de leur vie. L'adresse principale de THOR Wealth Management est 7346 Beechmont Avenue, Cincinnati, OH 45230, États-Unis.

Avec pour mission d'être un conseiller de confiance, THOR Wealth Management aide les familles à prendre toutes les décisions financières et les décisions clés de leur vie, en les aidant à bâtir et à préserver leur patrimoine. Nous invitons le gestionnaire de THOR Wealth Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin d'améliorer encore votre développement commercial.

Key Personnel / Employees
Jenna Kaiser Jim Gore CFA CAIA CMT Mark Kleespies Maria Barrett

Compare Companies Side by Side

Compare THOR Wealth Management with 3 companies in Investment-Management

4 Companies
Comparison Field
THOR Wealth Management
THOR Wealth Management
Main Company
Lionshare Partners LLC
Lionshare Partners L...
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Schrock Financial
Schrock Financial
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Clearview Financial, Inc.
Clearview Financial,...
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Founded Year
2017 2007
Company Size
1 employee 2-10 2-10
City
Cincinnati, OH Los Angeles, CA Rockingham, Virginia San Diego, California
Country
United States United States United States
Skills & Keywords Comparing with main company
8 Total Skills
Investment Management Financial Planning Retirement Planning Estate Planning Tax Planning Wealth Management Financial Advisory College Planning
7 Total 1 Common 6 Unique
Match 13%
Common Skills:
Retirement Planning
Unique Skills:
Asset Protection Debt Management Insurance Real Estate Investing Risk Management Transitional Wealth
5 Total 1 Common 4 Unique
Match 13%
Common Skills:
Retirement Planning
Unique Skills:
Cash Flow Planning Debt Management Real Estate Planning Social Security Planning
2 Total 1 Common 1 Unique
Match 13%
Common Skills:
Retirement Planning
Unique Skills:
Stock Option Management
4
Total Companies
2007
Oldest Founded
1
Countries
18
Unique Skills

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Alternative Company Names

This company is also known as

THOR Wealth Management 托尔财富管理 थोर वेल्थ मैनेजमेंट ثور لإدارة الثروات THOR Gestion de patrimoine