Committed to you and your financial future
The Thornhill Wealth Management Group
863-298-3600
888-411-5049
855-420-5469
295 1st Street South
Winter Haven, FL 33880
We are a group of seasoned professionals who truly understand the financial challenges our clients face today. With the experience and insight that comes from guiding our clients through all types of market cycles, our goal is to help you make the best decisions for you, your family and your future.
Through our disciplined planning process, we address your financial challenges. Our process is designed to help you meet your current needs along with addressing your long-term goals, such as, retirement funding, tax efficient estate planning, business expansion, borrowing strategies and insurance protection. No matter how complex your circumstances, we believe we can deliver what you need most – clear well-informed advice to confidently pursue your goals
Conley Thornhill has been recognized as an industry leader
- Barron’s Top 1,000 Advisors, 2010, 2011
- Forbes Best-In-State Wealth Advisors, 2020
Planning
Focusing on you, your goals and your future
A financial plan helps us get to know you and your family and the priorities you have for the future. It gives us a comprehensive and cohesive view— a total picture of what you have and what you may need to achieve your goals.
Portfolio management
Simplifying investment complexity
As portfolio managers with the UBS Portfolio Management Program, we deliver investment solutions that are as diverse as our clients. Everything we learn about you and your priorities enables us to tailor your asset allocation to your goals, risk tolerance, cash flow and tax planning needs.
Collaboration
Shaping your experience with our team
To us, the greater our collaboration with you, the better we can address your needs. It begins with communication—staying accessible when you need us and keeping you informed at all times.
Our perspectives
Insights