THOR Wealth Management Inc

THOR Wealth Management manages approximately $679 million in discretionary assets and provides investment advice to individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management alongside financial planning, retirement planning, estate and tax planning, and it also provides tax preparation services to clients for a fixed fee.

THOR uses a “total portfolio” approach with active, diversified model portfolios and written investment policy statements to guide decisions; its investment committee applies fundamental and technical analysis together with a proprietary mean-reversion model to determine asset-class and style weightings. Core strategies range from conservative to “best ideas” and may invest in mutual funds, individual equities, fixed income, alternatives (including non-traded private REITs) and include monitoring of held-away retirement accounts through a third‑party aggregation platform.

A distinctive aspect of the firm is that one of its owners remains a licensed attorney who, on a limited basis, provides estate-planning and related legal services to some clients, with conflicts disclosed and client choice preserved. The firm also emphasizes in-house credentialed research and tools—drawing on third‑party research relationships and staff with CFA, CAIA, CMT and CFP designations—which it integrates into its model-driven, committee-governed investment process.