What We Do

Our services include:

• Wealth management
• Estate and financial planning
• Retirement planning
• Wealth transfer strategies
• Strategic philanthropy
• Investment counseling
• Strategic asset allocation
• Portfolio rebalancing
• Risk management
• Education funding
• Insurance counseling
• Tax planning

Our client base is made up of corporate executives, entrepreneurs, families, family trusts and not-for-profit institutions.

Blackthorn was founded with a core belief that investors deserve conflict-free advice. Blackthorn was formed to provide comprehensive financial planning and investment advisory services on an independent, fee-only basis.