A collaborative approach driven by lasting relationships
By partnering with a wealth manager experienced in serving distinguished individuals, families and businesses, you free yourself from the burdens of daily investment management, allowing you to focus on what truly matters.
At Thannisch Wealth Management, we tailor our extensive range of wealth management services to align with your life stages and goals. Through a meticulous and time-tested process, we offer a holistic approach that encompasses personalized financial planning, investment management, charitable giving and tax and estate planning strategies tailored specifically for you.
With relationships spanning over 20 years, our team has developed a profound understanding of our clients' unique needs and aspirations. As your financial stewards, we’ll also collaborate with your other trusted advisors to gain a thorough understanding of every facet of your life, ensuring a cohesive approach to your personal and financial well-being.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. There is no assurance that any investment strategy will be successful, and an investment could lose money.