Business Details
22 Years
experience
Your Trusted Partner for Financial Planning Solutions
Since 2004, Theus Wealth Advisors has been dedicated to empowering individuals and families through comprehensive financial strategies. Our client-centric approach prioritizes personalized guidance, helping clients navigate retirement planning, investment management, and estate preservation. With a decade of consecutive recognition as Five Star Professionals, we combine deep industry expertise with a commitment to transparency. Our family-oriented philosophy ensures tailored solutions for life's milestones, from tax planning to intergenerational wealth transfer.Backed by a team of certified professionals, we deliver actionable advice designed to build long-term financial security. Our collaborative process emphasizes education, ensuring clients make informed decisions aligned with their unique goals. Through regular portfolio reviews and adaptive strategies, we maintain focus on sustainable growth amidst evolving market conditions. As fiduciaries, we uphold the highest standards of ethical conduct, maintaining partnerships with legal and tax experts to provide holistic financial solutions.
Services
Investment Management
Financial Planning
Retirement Planning
Estate Planning
Milestone Advising
Tax Planning
Details
- Year established: 2004
Highlights and features
- We offer personalized financial planning tailored to individual life goals
- Our team holds certified financial planning designations with 20+ years combined experience
- We maintain strategic partnerships with tax and legal experts for comprehensive solutions
- Our fiduciary commitment ensures decisions always prioritize client best interests
- We provide ongoing portfolio reviews with adaptive market strategies
Services
Investment Management
We build personalized portfolios tailored to individual risk tolerance and financial goals. Our strategies focus on long-term growth through diversified asset allocation and regular market analysis. Clients receive quarterly performance reports and strategic adjustments to maintain alignment with evolving objectives.
Retirement Planning
Our retirement specialists develop customized savings strategies to ensure financial security during post-employment years. We analyze current assets, project future needs, and implement tax-efficient withdrawal plans while considering healthcare costs and longevity factors.
Estate Planning
Through legal partnerships, we create comprehensive estate plans that protect assets and facilitate smooth intergenerational wealth transfer. Our approach addresses wills, trusts, power of attorney arrangements, and charitable giving strategies to preserve family legacies.
Tax Planning
Our tax experts implement strategies to minimize tax liabilities through legal deductions, credits, and investment structuring. We coordinate with CPAs to optimize tax efficiency across investment portfolios, retirement accounts, and estate planning vehicles.
Milestone Advising
We provide specialized guidance for major life transitions including marriage, divorce, career changes, and business succession. Our advisors develop actionable plans to address financial implications of these milestones while maintaining long-term stability.
People
J'Neanne Theus
Founder & Financial Advisor
Certified financial planner with 20+ years experience guiding clients through retirement strategies and wealth preservation. Recognized as Five Star Professional for 10 consecutive years for exceptional client service standards.
Gene Theus
Director of Operations
Oversees daily operations and compliance with fiduciary standards. Brings 15 years of experience in financial services operations management and client relationship development.
Anika Warden
Director of Marketing
Manages client acquisition initiatives and financial education programs. Certified in behavioral finance principles to enhance client communication and investment decision-making processes.
Allison Milligan
Client Services Director
Coordinates client onboarding and portfolio implementation. Holds Series 65 license with expertise in financial planning software systems and client relationship management.
Kris Theus
IT Director
Ensures cybersecurity compliance and data protection protocols. Manages technology infrastructure with 12 years of experience in financial services IT security and system optimization.
Questions
What financial planning services do you offer?
We provide investment management, retirement planning, estate preservation, tax optimization, and milestone advising services tailored to individual client needs.
Are you fiduciary financial advisors?
Yes, we operate as fiduciaries, meaning we're legally obligated to act in our clients' best financial interests at all times.
How do you work with tax professionals?
We collaborate with CPAs and tax attorneys to create integrated strategies that minimize tax liabilities while maximizing wealth preservation opportunities.
What's your investment management approach?
We use personalized portfolio construction with diversified asset allocation, regular performance reviews, and adjustments based on market conditions and client goals.
Do you offer estate planning services?
Yes, through legal partnerships we provide comprehensive estate planning including wills, trusts, and intergenerational wealth transfer strategies.
Reviews (1)
Bill Wallace
Oct 02, 2020
Report
Critical:Professionalism
Owned and operated by a complete bigot. No professional company would do business with such a person.
Owned and operated by a complete bigot. No professional company would do business with such a person.
