Welcome to ThINC. Wealth,
Redefining Wealth Management
At ThINC. Wealth, we believe that comprehensive wealth management shouldn't be reserved for the ultra-wealthy. Our goal is to make the sophisticated services typically offered by traditional family offices accessible to a broader audience. We specialize in wealth preservation strategies, investment and insurance strategies, trust management, business management services, estate planning, and more! ThINC. Wealth is your dedicated family office, offering a level of service and expertise that goes beyond the norm.
Wealth Preservation
Financial
Planning
Wealth Preservation provides comprehensive financial services including risk management, investment strategies, insurance solutions, and trust management to protect and grow your wealth while ensuring its proper distribution. Their personalized approach addresses your financial goals and offers peace of mind for you and your beneficiaries.
This firm offers comprehensive business services, including streamlining operations, strategic growth planning, ensuring legal compliance, and planning for seamless business succession, aimed at helping businesses thrive and secure their future.
Business
Services
Wealth Preservation provides comprehensive financial services including risk management, investment strategies, insurance solutions, and trust management to protect and grow your wealth while ensuring its proper distribution. Their personalized approach addresses your financial goals and offers peace of mind for you and your beneficiaries.
Success Stories
A.Carter, Texas
2 Weeks Ago
"ThINC. Wealth has transformed my family's financial future. After a salesman sold me a trust with no support, I was left struggling. ThINC. Wealth stepped in and expertly managed it for me. Their personalized strategies and knowledgeable team give me confidence that our assets are secure. I highly recommend ThINC. Wealth for anyone looking to wisely preserve their wealth!"
Rating
N. Travis, Georgia
2 Months Ago
"ThINC. Wealth's trust services have been essential for safeguarding my business interests and assets. Marcie was amazing at guiding me through the process with competence and clarity, and Deirdre’s legal expertise ensured that every aspect of my business was fully protected. ThINC. Wealth truly understands the needs of entrepreneurs, and I highly recommend their services to anyone looking to protect and grow their business.”
Rating
K. Bailey, Texas
1 Months Ago
"ThINC. Wealth has been a crucial partner for our compliance needs. As a small business owner, I found regulatory requirements overwhelming, but their expert team made it manageable. They handle everything with precision, allowing us to focus on growing our business. I highly recommend ThINC. Wealth for any business looking to simplify compliance."
Rating
Schedule a Conversation
Are you seeking guidance on the best insurance options, smart investment strategies, planning your estate, or safeguarding your assets? Let ThINC. Wealth help you navigate the complexities of financial planning with confidence and clarity. Schedule a call with us TODAY!