High-touch service focused on you
At Thannisch Wealth Management, we are honored to work with and get to know you personally. We strive to deliver the highest standard of service and care, treating you like family.
Our mission is to empower you to achieve your financial goals through personalized, attentive service. We are guided by our core values of integrity, dedication and excellence. These values shape every interaction and decision we make, ensuring that your best interests are always at the forefront.
Our team is fully committed to serving as your financial partner, offering assistance and advice to you and your family. We take pride in maintaining a small, focused client base allowing us to dedicate significant time and consideration to each individual. This approach ensures that every client feels like our most important client. We don’t rush conversations; instead, we take the time to listen and understand your needs.
We’re here to support you at every stage of your financial journey, providing the personalized care and attention you deserve.
Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked.
Meet our Financial Team
Raymond James does not provide legal advice. Please discuss these matters with your legal professional.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
