John Thomas Financial Private Wealth Management

John Thomas Financial Private Wealth is a unique advisory firm focusing on high-net-worth individuals, including corporate executives, business owners, and entrepreneurs. Most of our clients retain us to be their "Private Wealth Advisor". We coordinate all aspects of their financial lives, including retirement planning, asset management, risk management, estate planning, insurance, children’s college education, etc. For our corporate clients, we advise them on all different types of benefit programs and qualified plans for their employees, including customized executive carve-out insurance programs for senior executives and creative multi life insurance programs.