Services Designed to Help You Excel
We believe that every client deserves to feel confident that their financial decisions are in support of the goals they have for their lives. We do more than discuss your money; we create a view to help you attain your future.
Our Wealth Management Process
Our Personal Financial Organizer is designed to provide a comprehensive overview of your current financial circumstances. Through the PFO as the foundation, our services are tailored to help you stay organized and aligned with your financial goals.
Our Investment Process
The portfolios we manage for our clients are guided by our proprietary model, which includes 13 indicators that are evaluated weekly to identify risk levels in the markets.
Built on almost 50 years of experience, our model seeks to remove human emotion and outperform the market with less risk and volatility.
“We are only invested when there is a compelling reason to do so.”
Comprehensive Solutions to Build Your Ideal Financial Life
Wealth Planning
Asset management
Tax Services
Estate and Trust
Family Office
Philanthrophy
Business Succession
Insurance Solutions
Banking Solutions
*Trust and banking solutions provided by third party entities not affiliated with Ashton Thomas Private Wealth, LLC. Tax services provided by Ashton Thomas Tax Advisory. Insurance solutions provided by Ashton Thomas Insurance Agency, LLC.