De Thomas Wealth Management

About

You will quickly find we are a totally different type of investment firm than any other you have encountered.

How many other investment firms have told you...

"that you are in a life and death struggle with the investment industry. The investment industry is built on people trading and the more they trade the better it is for them (not you)."

We wholeheartedly agree with noted financial author-turned-investment advisor Dr. William Bernstein who puts it this way - "investment brokers service their clients the way Bonnie and Clyde serviced banks."

Why are we different? Since you have taken the time to visit our website, do not waste it. We have put information on our site designed to make you, the reader, a more educated investor. We believe that better education and knowledge will make you a more powerful investor.

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wealth management, financial planning, insurance planning, tax planning, custom investment portfolios, estate planning, investment planning, holistic wealth management

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