The Thrush-Thrift Group

As the financial world becomes more complex, careful planning becomes more important than ever. As financial advisors, our role is to work with you to help you develop a road map that lays out a clear path to your goals — one that you can follow in the face of the market’s ups and downs.

Rather than focusing solely on your investable wealth, we concern ourselves with all of your assets and liabilities including your investments, real estate holdings and family businesses. We can assist you in managing both sides of your balance sheet and integrate the various components of your financial life to function smoothly together.

Our process begins with in-depth discussions aimed at getting to know as much as we can about you. In addition to understanding your goals, we will help you and your family with important conversations about heath care and the roles Social Security, Medicare and long-term care insurance can play in retirement. We take the time to educate you in order to help you make informed, well-thought-out decisions about your future.

We leverage the expertise of Merrill Life Insurance and Bank of America Private Bank specialists to help you pursue your wealth transfer goals, and can provide access to a wide variety of credit and lending services through Bank of America, N.A. We can also collaborate with your attorneys, accountants and other professionals to help the various parts of your wealth management strategy work seamlessly together.

With a strong sense of community, we enjoy spending time with clients both professionally and socially. We are committed to remaining a constant in your life to offer your children and grandchildren continuity of advice and guidance as they face important financial decisions of their own.