We will review existing your investment portfolios to ensure that they are in alignment with your retirement objectives and are consistent with your risk tolerances. We work with a variety of highly experienced investment managers who specialize in personalized portfolio construction. These managers seek to provide returns competitive returns on a “risk adjusted” basis.
Securities offered and sold through Corecap Investments LLC, a registered broker-dealer and member of FINRA/SIPC. Advisory services offered through Corecap Advisors LLC, a registered investment advisor. Thomas Wealth Advisors and CoreCap are separate and unaffiliated entities. The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Thomas Wealth Advisors.