Thunderbird Wealth Management, Inc.

Thunderbird Wealth Management, Inc. is a small advisory firm serving individuals, high‑net‑worth clients, trusts, estates, and select institutional accounts, offering discretionary investment management and written financial planning. The firm manages client portfolios and implements investment recommendations on an ongoing basis while providing periodic reviews and reporting.

The firm employs a top‑down, tactical asset allocation process that combines fundamental and technical analysis and favors ETFs with selective individual equity exposure; it also uses a third‑party risk‑profiling tool (Nitrogen/Riskalyze) to quantify client risk tolerance. Thunderbird may recommend alternative investments (including private funds) when appropriate and will rebalance or adjust portfolios as needed; it also discloses that it may recommend borrowing in client accounts for certain non‑investment financing needs.

Notably, Thunderbird sponsors and manages its own wrap fee program, a structure that is relatively uncommon among peers and means the firm administers a bundled brokerage/management option for participating accounts. As a two‑advisor firm managing roughly $60.8 million in client assets, it combines that wrap sponsorship with access to alternative strategies and a legacy‑position policy, a combination less frequently seen among similarly sized supported advisers.