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Tailored solutions to elevate your business.

We offer more than just expertise; we offer solutions as solid as your investment strategies.

Managing wealth goes beyond numbers—it's about offering a holistic, client-centered experience. Discover a comprehensive wealth management platform that empowers you with the tools you need to excel for your clients.

Banking + Lending

  • Customized Lending Solutions
  • Personal Collateralized Lines of Credit
  • Margin Lending
  • Commercial Lending Options

Investment Solutions

  • Advisory Solutions
  • Brokerage Capabilities
  • Third-party Asset Management
  • Proprietary Model Management

Financial + Planning

  • Wealth Planning
  • Investment Advice
  • Business/Estate + Retirement Planning

Insurance

  • Property + Casual
  • Health, Dental + Vision
  • Travel
  • Life Insurance
  • Group Health Plans
  • Commercial E&O
  • Airplane, Yacht, and Art

Retirement

  • Defined Contribution Plans
  • Retirement Plans
  • Non-Qualified Deferred Compensation for Executives + Key Employees
  • Defined Benefit Plans

Family Office Solutions

  • Accounting
  • Bill Pay
  • Tax Preparation
  • Financial Statement Creation
Headshot of Lee Hargitt in a blue suit.

Thurston Springer seamlessly combines support and solution-oriented service. Every interaction with them brings outstanding care from a friendly and responsive team. Our practice benefits immensely from their top-notch financial solutions and cutting-edge technology platform.

Lee Hargitt

Vice President at Thurston Springer Financial

Grow Your Business with Thurston Springer

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