Thorough financial planning to achieve your long-term vision

Financial Planning

Address your distinct long-term goals based on your unique circumstances, including tax efficiency and wealth preservation, to build an interactive plan that accounts for life's "what ifs".

Retirement Planning

Personalized strategies to ensure a secure and fulfilling retirement. Our planning factors in individual cash-flow needs, philanthropy, and legacy building so you can focus on living the good life.

Insurance/Annuities

A variety of insurance and annuity solutions aimed at protecting assets, providing steady income, and supporting financial security.

Asset Management and Tailored Investments

Diversification is key, so we offer various different investments for you, including:

• Mutual funds: Pools your money into a diverse mix of assets
• ETFs: Like mutual funds with more flexibility and cost/tax efficiency
• Bonds: A loan you give to a company or government in exchange for regular interest payments and the return of your money at a set future date
• SMAs: Custom investment products emphasizing tax-efficiency and low-cost
• Custom and Direct Indexing: Direct indexing means owning the individual stocks behind an index, not shares of a single fund. That can let a portfolio be customized and may create opportunities for tax-loss harvesting. Portfolios may perform differently from their index and may cost more than a fund. Tax-loss harvesting generally defers taxes rather than eliminating them.
• Managed Options Strategies: Through unaffiliated third-party managers, we offer options strategies that may seek income, tax efficiency or risk management. Options involve significant risk and are not suitable for all investors. They may limit upside, may not protect against losses, and can result in loss of principal. Thrasher & Chambers Wealth Management is a registered investment adviser. Third-party managers may charge fees in addition to ours; see our Form ADV Part 2A. We do not provide tax or legal advice. Investing involves risk, including possible loss of principal.