Heart of the Valley Wealth Advisors
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.
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.
Events
2025-03-21T00:00:00
What’s Your Retirement Style? Discover What Works for You with Dr. Wade Pfau
Climbing a mountain takes different skills than getting back down. It’s the same with retirement. After decades of saving, you may realize that you need a solid strategy to make your money last through the years ahead. Join us for “What’s Your Retirement Style”, an exclusive conversation with Dr. Wade Pfau, to learn how crafting the right plan today can help ensure you're ready for the journey. Think about whether you prefer retirement income that depends on market growth, or that is guaranteed no matter how long you live. Discover how much flexibility or security you want in your retirement income strategy. Identify your own income style based on your unique preferences. Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.
Q&A to follow viewing. Appetizers and beverages will be available. You are encouraged to bring a guest!
RSVP here or email heartofthevalleywealthadvisors@thrivent.com
No products will be sold.
Wade Pfau is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Wade Pfau are their own and not necessarily those of Thrivent or its affiliates.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
2025-03-26T00:00:00
What’s Your Retirement Style? Discover What Works for You with Dr. Wade Pfau
Climbing a mountain takes different skills than getting back down. It’s the same with retirement. After decades of saving, you may realize that you need a solid strategy to make your money last through the years ahead. Join us for “What’s Your Retirement Style”, an exclusive conversation with Dr. Wade Pfau, to learn how crafting the right plan today can help ensure you're ready for the journey. Think about whether you prefer retirement income that depends on market growth, or that is guaranteed no matter how long you live. Discover how much flexibility or security you want in your retirement income strategy. Identify your own income style based on your unique preferences. Don't just plan for retirement—prepare to live it with confidence. Join us and explore strategies that are as unique as you are.
Q&A to follow viewing. Appetizers and beverages will be available. You are encouraged to bring a guest!
RSVP here or email heartofthevalleywealthadvisors@thrivent.com
No products will be sold.
Wade Pfau is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Wade Pfau are their own and not necessarily those of Thrivent or its affiliates.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
News and insights
Office information
Phone:
408-217-2934Operating Hours:
M-TH: 9:00 a.m. - 4:00 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.