Westport, CT – The Thrush Group is headquartered in Westport, Connecticut and provides personalized financial advisory services to individuals and businesses across the country and can assist with needs outside the U.S. as well. The firm’s financial services include strategic development of family governance, estate planning, tax planning, as well as lifestyle services as well as the tactical wealth management of liabilities and investments. The firm employs a four-step methodology as a foundation for strategic development and the service and delivery of its wealth management services. Those services comprise asset allocation, investment management/reporting, retirement planning, financial planning, and personal credit management. The firm’s financial advisory for families includes family meetings, mission statement development, family values coordination, and next-generation or investor education. Working in concert with legal and tax counsel, their estate planning services provide for wealth transfer strategies, durable power of attorney, trust and asset titling, as well as succession planning.
The Thrush Group has a team of licensed and experienced financial advisers. The firm’s extensive fintech capabilities include a comprehensive dashboard that summarizes clients’ investment holdings and performance, their net worth, asset allocation, all viewable on a daily basis. The technology also allows clients’ a repository of their key financial information, from life insurance policies, to property & casualty policies, to mortgage documents, to copies of key personal identification such as drivers licenses or passports.
“Our client relationships are rooted in understanding and genuine compassion, and we believe while your wealth informs your lifestyle, it is far from the sole component,” says the firm’s founder, Bill Thrush. “Your legacy will have a far broader impact than just money. We pride ourselves on being ‘the first call’ our clients make, whether they have a question about their financial plan, a concern about a loved one, or a new idea for their business. We support the financial management needs of business owners, entrepreneurs, foundations, and C-suite executives.”
The Thrush Group is located at 61 Jesup Road, Westport, CT, 06880, USA. For consultation and booking, contact their team by calling (203) 635-5260. Visit the company website for more information on their personalized financial advisor Westport, CT services.
Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC. Member FINRA/SIPC
The Thrush Group
61 Jesup Road
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Edition Biz journalist was involved in the writing and production of this article.