Dennis P. Thurman, CWS® and Patrick M. Thurman, DRP

Our philosophy stems from a simple and fundamental principle: Assets Flow Toward Better Management Over Time.

When you work with us, you will work with independent advisors who measure themselves against enduring standards and an unobstructed view. Our Wealth Management Platform is a multi-tiered allocation that reduces risk while providing inflation-adjusted income for life and sustainable portfolio growth. It 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 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.

Founding proprietor and principal Patrick M. Thurman started his financial career here in Sioux Falls in 1977. In 1992, his oldest son, Dennis P. Thurman joined the firm. With almost 50 years of combined experience, we are confident that you will find no other platform which allows you a better opportunity to reach your goals, in a risk-managed environment. Our team of "independent" investment professionals and assistants are dedicated to your overall wealth management goals and objectives.

Our Management System gives you the ability to organize all your advisors and assets and consolidate them in the same place at the same time. Imagine a single platform through which all your financial matters may be managed. Your assets. Your private documents. Your financial and estate plan. Your retirement and cash flow models.