Think Wealth Management

Overview

Think Wealth Management is an independent, owner-operated limited liability company that serves individuals and families with fee-based advice charged as a percentage of assets under management. The firm couples financial planning and portfolio management for individuals and small businesses with insurance brokerage capabilities, which it uses to implement income and risk-management solutions such as annuities. Its registered activities include pension consulting services, though the primary client focus is retail households. Investment activity shows a clear equity preference, with a sizable portion of client capital managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices