WEALTH PRESERVATION, GROWTH and Management FOR SELECT CLIENTS WHO CARE TO HAVE THE BEST

The guiding tenets of our business model are performing, exceptional service, client education, objectivity and innovative thinking. These concepts integrate well with the sophisticated demands of successful business owners, professionals, and individuals. They are the foundation of the way we conduct business. At Thornewood Advisors we offer a level of personal service that is unsurpassed in any industry.

Thornewood Advisors' Primary Focus is on Financial Problem Solving for Small to Medium Size Businesses, Self Employed Professionals and Individuals, with Emphasis on Legal Tax Reduction, Asset Protection, Retirement Planning, ( Both Qualified and Non Qualified) Asset Management, Estate Planning, Life Insurance, Business Overhead Disability Insurance, Individual Disability Insurance and Philanthropic Development for Non Profits.

Our approach to financial planning begins with endeavoring to make available through us and/or other professionals and institutions every product every financial institution makes and those things associated with the stock markets; i.e. we endeavor to bring the entire universe for the client to choose from in every area. Next we add to this, sound legal strategy that we are aware of and to this we add a network of the country’s, in our experience and opinion, top tier experts in every area financial we know of. Among these are Professors in many of the country’s top world class business schools, such as The Wharton School of Business, Yale, Harvard, The Kellogg School of Management and others. Some are Tax Attorneys, Attorneys whose practice focuses on other things financial. CPAs, PhDs, MBAs, EMBAs. Some of these people are also published and are internationally acclaimed. Our top portfolio managers are, in our opinion and experience, among the best in the world and, we believe, are in the top 1% of all money managers. Their published returns may be audited by GIPS which is considered the highest standard in the industry.

IN SUMMERY of note are the big things that make me different. They are:

• I am not a sales person and none of the 350 plus experts in my network are sales people. We are consultants.
• I have been in practice for over 40 years.
• We are independent which puts us on your side of the fence.
• We endeavor to bring you the entire universe of financial products, services, asset management and cutting edge but conservative tax saving and wealth accumulation strategies ... As opposed to being limited to only certain ones like a registered representative, Broker Dealer or insurance agent is. (these are all retail salespeople, they are not advisors in the pure sense of the term)
• I have advanced, proprietary and outside of the box financial strategies which I combine with financial products for uncommon solutions to clients problems.
• We endeavor to educate our clients so they know what and why they are doing what we recommend.
• All strategies are legally implemented by experts using IRS codified techniques.

Our mission is to endeavor to bring you the entire universe of investments, financial products, services, and in our experience and opinion, top tier experts in every area financial. The guiding tenets of our business model are performing, exceptional service, client education, evidenced based planning, objectivity and innovative thinking. These concepts integrate well with the sophisticated demands of successful business owners and professionals and are the foundation of the way we conduct business. At Thornewood we offer a level of personal service that is unsurpassed in any industry.