Think Wealth works with the world’s largest financial institutions and global leaders

in asset management and capital market solutions. Our firm’s accessibility to all

levels  of asset value is what distinguishes us from others, who require a minimum

level  of accumulated wealth to offer their services. We want to provide you with custom

tailored, hands-on, and impartial services to get you to your desired financial future.

Teamwork Leads to Success

A dedicated team of Think Wealth advisors will analyze your investment objective in the

context of an ever-changing financial market and tax environment. We feature integrated

solutions custom-tailored to your short-term and long-term financial goals by fully

utilizing the resources of nationally accredited institutions. We provide the highest level of

professional  service and support throughout the wealth planning process.


Our Advisory Business


At Think Wealth, we provide continuous portfolio management services to clients using

model asset allocation portfolios, Each model portfolio is designed to meet a particular

investment goal.

  • Dividend
  • Income
  • Conservative
  • Moderate
  • Growth
  • Aggressive
  • Speculative


Through personal discussion with the client in which the client's goals and objectives are

established, we initially determine whether the model portfolio is suitable to the client's

circumstances.


Account supervision is guided by the client's stated objectives (I.E., maximum capital

appreciation, growth, income, or growth and income), as well as tax considerations.

Once the client's portfolio has been established, we review the portfolio frequently, and

if necessaryre-balance it on a quarterly basis, based on the client's individual needs.

Our investment recommendations are not limited to any specific product or service

offered by a broker-dealer or insurance company and will generally include advice

regarding the following securities:

  • Common and Preferred stocks 
  • Corporate Debt Securities 
  • Government Debt Securities
  • Certificates of Deposit 
  • Mutual Fund Shares 
  • Exchange-Traded Fund (ETF)
  • U.S Governmental Securities  


Our Plan Services:

  • Model Portfolio and Systematic Portfolio Management
  • Sub-Advisory Portfolio Management
  • Wealth Accumulation Planning
  • Tax Deferred and Saving Planning (IRA, Roth, Profit Sharing, 401(k) etc.)




fully committed to meeting and exceeding expectations.

THINK WEALTH

 

our services