“We care about our clients, and we focus on relationships,
rather than transactions.”
— Carin Thomas
Money isn’t an easy topic. The jargon can be confusing, and the subject can seem too personal to discuss. But it is essential to understand where you are today and where you’re headed.
At Thomas & Engelmann Wealth Management, we help people take control of their financial lives through education and guidance. Our experienced, multigenerational team seeks to make wealth management simple and accessible for everyone—from singles and couples to recent divorcées and widows. Forget your idea of buttoned-up financial advisors. We look to be down-to-earth and supportive.
We’d like to help you feel more confident about your finances and your future.
Elizabeth Engelmann has been recognized as an industry leader
- Forbes America's Top Women Advisors, 2018, 2020
- Forbes Next-Gen Best-In-State Wealth Advisors, 2019, 2020
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Working Mother magazine Top Wealth Adviser Moms, 2017, 2018, 2019
- Forbes America's Top Next-Generation Wealth Advisors, 2017, 2018
- UBS Top 35 Under 35, 2017, 2018
Lives in transition
Change is constant.
So are we.
Every new life stage, milestone or unexpected event raises complex questions. Our goal is to help you find the answers. We focus on navigating the changes—both emotional and financial—that life brings.
Whether you’re new to handling your family finances, or need to take a different approach to past plans, we are by your side. Our warm and compassionate team will ask about your goals, design strategies that seek to achieve them, and empathize with what you’re going through.
In order to understand your entire situation, we offer an up-front Financial Goal Analysis at no charge. We can help you organize all of your important details and documents. Armed with everything we’ve learned, we can create plans that encompass common transitions, such as:
- Starting a family
- Paying for college
- Selling your business
- Entering retirement
- Becoming newly single
- Inheriting wealth
And after we get through that, we’ll work with you to figure out your next life goal.
We want to be
your first call
Our goal is to take care of our clients—not just their investments, but the full scope of their financial lives. Inevitably, that means we also get involved in their family lives while always respecting confidentiality. Our hands-on approach reflects our values.
Whether you’re paying quarterly tax estimates, buying a car or withdrawing money for college tuition from a 529 plan, you face confusing paperwork and weighty decisions. As our client, you don’t have to handle it alone.
We provide a high level of personal service that seeks to relieve the pain points and quantify your goals, including:
- Working closely with your tax and legal professionals
- Helping you set up your online and mobile account access
- Staying in touch with you the way you prefer and as often as you’d like
- Offering access to banking services
Bring us your questions and concerns. We’re here to relieve your burdens.
to take control
We are passionate about educating every client and every generation of their family. Financial knowledge isn’t just for the professionals. Our team takes great pride in equipping clients to make good financial decisions.
It is never too late to learn how to manage your money. Our passion for the subject is contagious. Clients tell us that we make financial planning fun.
As a leading wealth manager, UBS offers a wide variety of educational resources and thought leadership. We take the time to explain each concept and share our knowledge with you. Together we’ll help you feel more comfortable with topics such as:
- Generating retirement income
- Designing investment portfolios
- Managing cash and liabilities
- Wealth transfer planning
- Philanthropic strategies
- Insurance and annuities
With us by your side, you can feel more confident about your financial decision-making.