Dennis P. Thurman, CWS® and Patrick M. Thurman, DRP
Trusted Partners To Our Clients...
We are an independently owned, professional wealth management firm established over 24 years ago in Sioux Falls, SD. We specialize in Comprehensive Wealth Management for a select group of clients. We offer exclusive access to unique investment opportunities, enhanced by full transparency and communication.
Our philosophy stems from a simple and fundamental principle: “We Seek Opportunities In All Market Cycles With A Focus On Risk Management”.
Our Wealth Management reputation is an advanced investment advisory discipline that incorporates implementing proven techniques and strategies. Our key objectives are to provide effective portfolio and risk management for high net worth individuals and families with tailored retail banking services, estate planning, legal resources, taxation advice and investment management, with the goal of sustaining and growing long-term wealth. We enable our clientele direct and transparent access to experts via Polycom Telepresence.
We simplify your demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family. Having this independence and acting purely in your interests only, prudently allows us to offer you an unbiased objective.