What We Do

A comprehensive and premier Wealth Management firm, Thurlow Wealth Management offers independent financial guidance WITH custom-tailored plans.

We offer Comprehensive Financial Planning/Analysis- Retirement Income Strategies.

We assist with 401(k) Rollovers from previous employers.

Working with high net-worth individuals, families, small businesses and corporations, our team will provide you with insight into your current financial life, and help you reach your future wealth management goals. Every personalized program we create is entirely independent from outside influence and free from proprietary products.

Removing the complexities from your financial life, our team will educate and advise you in a way that is insightful, transparent, and helpful. Your customized plan will include appropriate strategies that will assist you in pursuing your short and long-term goals. As situations in life arise and decisions require an answer, you will have the support of our team and the guidance of your plan to help make those decisions easier.

Whether you are saving for your child’s college education, need retirement planning advice, or are a business owner looking for employee sponsored retirement plans, Thurlow Wealth Management has the services and support you need. Delivering independent and objective advice, our firm delivers resources and experience so that you can rest easy knowing that your future is in capable, reliable hands.

Consider all available options, which include remaining with your current retirement plan, rolling over into a new employer's plan or IRA, or cashing out the account value. When deciding between an employer-sponsored plan and IRA, there may be important differences to consider - such as range of investment options, fees and expenses, availability of services, and distribution rules (including differences in applicable taxes and penalties). Depending on your plan's investment options, in some cases, the investment management fees associated with your plan's investment options may be lower than similar investment options offered outside the plan.