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.