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Dennis P. Thurman, CWS® and Patrick M. Thurman, DRP
An Unobstructed View: Independent Wealth Managers & Business Owners
We are an independently owned professional wealth management firm established over 24 years ago in Sioux Falls, SD specializing in Advanced Alternative Investments and Comprehensive Wealth Management for a select group of families and closely-held business owners. We also offer exclusive access to unique investment opportunities, enhanced by transparency and communication.
Our philosophy stems from a simple and fundamental principle: We Seek Opportunities In All Market Cycles With A Focus On Risk Management.
Wealth Management is an advanced investment advisory discipline that incorporates financial planning and specialist wealth management services. Our key objectives are to provide effective portfolio and risk management for high net worth individuals and families with tailored retail banking services, estate planning, legal resources, taxation advice and investment management, with the goal of sustaining and growing long-term wealth.
When you work with us, you will work with independent wealth advisors who measure themselves against enduring standards and an unobstructed view. Our Wealth Management Platform is a combination of implementing proven techniques and strategies and providing you access to exclusive products. A suite of independent differentiated products and services, such as alternative investments, experts in asset management, complex insurance case management, qualified plan design, financial planning and comprehensive wealth management strategies. We enable our clients direct transparent access to experts via Polycom Immersive Telepresence at our office.
We also simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family. Having independence, prudently allows us to offer you an unbiased objective.
