Proudly serving Rochester and the surrounding areas by offering financial guidance that’s focused on your goals and values.
Proudly serving Rochester and the surrounding areas by offering financial guidance that’s focused on your goals and values.
How we work with you
Our approach to wealth management is a process of identifying your goals and objectives into a plan that gives you an opportunity to achieve them, while maintaining flexibility to adapt if those goals change amidst your life circumstances. We help you execute a customized action plan that encompasses each of these areas: building wealth, creating income streams, protecting wealth, charitable and community support, building a legacy.
Our solutions
About Thrivent
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
Strong and stable
We are proud to be part of Thrivent, a company with a long heritage of financial strength and fiscal stability. For more than 100 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2 million clients, as well as the communities in which they live and work.
News and insights
Office information
Operating Hours:
Monday through Thursday 8am - 5pm, Friday 8am - 12pm