T

Think Wealth Management

Updated today

Client assets under management

$15,498,715

Clients

44

20% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

22

Low

Average account size

$352,244

About

Think Wealth Management provides ongoing portfolio management and pension consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and business entities. The firm prepares individualized Investment Policy Statements and delivers services such as asset allocation, investment strategy, asset selection, and regular portfolio monitoring.

The firm’s investment approach includes cyclical and technical analysis and employs both long- and short-term trading across mutual funds, fixed income, ETFs (including precious-metal ETFs), real estate funds, annuities and non-U.S. securities. It offers both discretionary and non-discretionary management, may use model allocations alongside tailored recommendations, and conducts at least annual reviews of client accounts.

A distinctive disclosure in the brochure is that the firm’s principal is a licensed insurance agent and may offer commissionable insurance products (including annuities), a relationship the firm identifies as a potential conflict of interest. The firm also requires clients to custody assets with Altruist’s institutional platform and participates in that program, receiving research, technology and other soft-dollar benefits that could indirectly influence custodian selection.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Annuities Real estate investing

Fee options

Percentage

$0 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable

Main office location

Think Wealth Management

Nashville TN, United States

Number of offices

2

Most active in

Michigan · Tennessee

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Tyler H

Series 66

Nashville, TN

Think Wealth Management

Tyler Hinkson is a financial advisor at Think Wealth Management in Nashville, TN, holding a Series 66 designation with nine years of industry experience. His prior work includes five years at Edward Jones before joining Think Financial Strategies, LLC, where he has been since 2021. Think Wealth Management provides investment advisory and pension consulting services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing both long-term and short-term trading strategies along with cyclical and technical analysis.

Annuities Real estate investing
user avatar

Lucas I

Series 65

Iron River, MI

Think Wealth Management

Lucas Isaacson is a financial advisor at Think Wealth Management in Iron River, MI, holding a Series 65 designation with one year of industry experience. His background includes roles at Isaacson Tax & Accounting, The Miners State Bank, and teaching positions at the University of Wisconsin-Green Bay and Michigan Technological University. Think Wealth Management provides investment advisory and pension consulting services to individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client goals and risk tolerance, employing both long- and short-term trading strategies and offering discretionary and non-discretionary management.

Annuities Real estate investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")