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Advisor Team

THG Salem Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The THG Salem team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

Salem - Liberty St SE, OR

Advisor Team

THG Evergreen Team

Our team is dedicated to delivering clarity and confidence through comprehensive, ongoing financial planning that goes well beyond investment performance alone. While growing wealth is important, we believe preserving what clients have built is just as critical. We take a disciplined, forward-looking approach that integrates investment management with tax, estate, retirement, and cash-flow strategies designed to evolve as life circumstances, goals, and regulations change.

Bellevue - SE 8th St, WA

Advisor Team

Montclair Team

We’re building a multi-generational practice focused on long-term relationships and legacy planning. We take time to understand each client and their family, often working across generations to provide personalized guidance that evolves with their goals and values. Clients have direct access to us and benefit from comprehensive planning that includes financial goals, investment strategy, and insurance planning.

Decatur, GA

Advisor Team

Berry Team

We’re passionate about helping individuals and families achieve their financial goals. By taking a personalized approach, we work closely with you to understand your unique needs and concerns. We offer clear communication and ongoing support, so you feel confident and informed every step of the way. Whether it’s investing wisely, reducing taxes, or preparing for retirement, we provide thoughtful, tailored advice to help you move forward with clarity and confidence.

Cincinnati - Carver Road, OH

Advisor Team

Norris Team

We take the time to understand your unique financial needs and align resources that serve your best interests. We’re here to listen, help you address near-term concerns, plan for long-term goals, and be a sounding board for your ideas. Together, we’ll build a strategy that supports your objectives and guides your financial journey. Your well-being is our priority, and we invite you to schedule an appointment to learn more about how we can help.

Saginaw, MI

Advisor Team

FullCircle Team

For the FullCircle team, our clients are family. Our approach is conversational and collaborative; we begin by listening, then drawing on our experience working with families facing a range of financial goals and considerations.

McKinney, TX

Advisor Team

Lakeside Team

The Lakeside Team partners with individuals, families, and business owners to bring clarity, confidence, and purpose to their financial lives. Guided by trust, transparency, and a highly personalized approach, we combine deep experience with a thoughtful understanding of each client’s goals. From retirement planning and complex equity strategies to legacy and business planning, we take a disciplined, collaborative view of wealth management.

Serving the greater Sacramento, Melbourne, Winter Haven, and Minneapolis areas.

Advisor Team

Lawrence Team

We believe wealth is more than just money. It’s about having the means to fulfill your goals and live life on your own terms. The Lawrence Team prioritizes strong client relationships and professional financial advising. We believe our clients love our customized offerings across financial planning, investment management, multi-generational estate planning, retirement planning, tax strategies, and more. We act in your best interests, and we make your financial well-being our priority.

New York - Grand Central, NY

Advisor Team

New Era-Wayzata Team

The New Era - Wayzata Team focuses on helping entrepreneurs, executives, and multi-generational families navigate the complexities that often accompany significant wealth. With more than 100 years of combined investment experience, the team provides guidance for clients whose financial lives extend beyond traditional planning needs.

Minnetonka, MN

Advisor Team

Pegasus Team

Our team believes financial planning should start with the person—not the portfolio. We are a relationship-driven advisory team focused on truly knowing our clients, their families, businesses, and the legacy they want to create. Our work goes beyond investment management to coordinate every part of a client’s financial life, including retirement, tax strategy, estate planning, and major business or life transitions.

Overland Park, KS