After working independently as Thrivent financial advisors for many years, Tom and Troy combined their California and Wisconsin practices to become Heart of the Valley Wealth Advisors in 2019. They were drawn together by their shared focus on building authentic client relationships and providing dependable financial care and resources at every turn.
If you’re in search of financial clarity, Heart of the Valley Wealth Advisors is uniquely positioned to help illuminate your path. We understand that every person’s financial journey is different, and we’ll work closely with you to build an individualized, holistic dedicated plan that’s grounded in your goals and values. Whether you’re seeking guidance as an individual, couple, multigenerational family or small business, you can count on our team to work collaboratively to help you thrive.
After working independently as Thrivent financial advisors for many years, Tom and Troy combined their California and Wisconsin practices to become Heart of the Valley Wealth Advisors in 2019. They were drawn together by their shared focus on building authentic client relationships and providing dependable financial care and resources at every turn.
If you’re in search of financial clarity, Heart of the Valley Wealth Advisors is uniquely positioned to help illuminate your path. We understand that every person’s financial journey is different, and we’ll work closely with you to build an individualized, holistic dedicated plan that’s grounded in your goals and values. Whether you’re seeking guidance as an individual, couple, multigenerational family or small business, you can count on our team to work collaboratively to help you thrive.
Our story
After working independently as Thrivent financial advisors for many years, Tom and Troy combined their practices and became Heart of the Valley Wealth Advisors in 2019. They were drawn together by their shared focus on building authentic client relationships and providing dependable financial care and resources at every turn.
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
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.
Community impact
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.
News and insights
September 2023 Market Update: Stocks stumble
There are signs of a slowdown with employment data weakening, payrolls slowing, and the consumer starting to show signs of stress with credit card delinquencies rising. For a review of key market and economic developments, read the September 2023 Market Update.
Office information
Phone:
(408) 217-2934Operating Hours:
M-TH: 9:00 a.m. - 5:00 p.m. F: 9:00 a.m. - 12:00 p.m.
Address:
3102 Community WayMenasha, WI 54952
Phone:
(920) 423-3896Operating Hours:
M-TH: 9:00 a.m. - 4:00 p.m. F: 9:00 a.m. - 12:00 p.m.