In addition to managing your assets directly, when appropriate we will also consult on and integrate into your investment plan any assets not managed directly by Thompson Creek. This can include assets with other money managers not already used by us that for any number of reasons may need to stay where they are. Other possibilities include your 401(k), 403(b) and other tax advantaged retirement programs, assets held in executive benefit programs and more.
For small business owners and professionals we can assist in setting up or managing your business’ own 401(k) and other necessary programs.
In order to provide this service effectively Thompson Creek has made the necessary investments in technology to enable us to consolidate all of your assets, whether managed directly by us or not, in our systems. This will give you up to date analysis and performance reporting for a comprehensive view of your assets and how they are helping you achieve your goals.
If you’d like to talk further with us about your unique situation, please contact us today. There is no charge for any initial discussions.
We’d love to have the opportunity to meet with you and see if Thompson Creek Wealth Advisors is a good match for you. We provide a free, no-obligation get-acquainted meeting to all potential clients. Please call us at 225-302-8946 or complete our contact form to schedule an appointment.