Financial Services | Wealth Management | Financial Advisor

^Chart Your Path

^Navigate Uncertainty

^Find Your Safe Harbor

Nurturing Generational Wealth Management

We help people plan for the future and we strive to create multigenerational relationships, so much so that we are proudly serving third and fourth generation clients. Before we ever talk finances, we get to know you personally: the life you envision and what’s most important to you. Serving our community is an honor and a privilege, so we do everything in our power to help you live life on your own terms.

What We Do

Wealth management is constantly evolving—your priorities when first starting out look a lot different than they do after retirement. While everyone’s situation is different, there are common challenges and opportunities at each phase. We’ll help you navigate the challenges and maximize the opportunities so you’re always working toward your goals.

Learn more

Meet Our Team

Your comfort is our priority, so we take time to listen, educate, and support your financial journey. Using the fiduciary standard, we are committed to serving your best interests. If you’re unclear about your holdings or your options, we haven’t done our job.

Read Our Bios

AWARDS & RECOGNITION

Thimble Island Private Wealth is proud to be recognized as one of the Best-In-State Wealth Management Teams for 2026 by Forbes/SHOOK. This honor reflects our dedication to delivering exceptional financial planning and investment management services to our clients.

We are honored to receive this recognition and deeply grateful to our clients for the trust and confidence that make achievements like this possible.

Thimble Island Private Wealth has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s Top Defined Contribution (DC) Advisor Teams for 2026.*

This recognition is awarded to advisor teams with at least $100 million in DC assets under advisement and highlights firms making a meaningful impact on the retirement plan industry’s standards of service and excellence.

We’re proud to be included on this year’s list and remain deeply appreciative of the clients and plan sponsors who place their trust in our team.

Forbes Best-in-State Wealth Management Teams ranking and Best-In-State Wealth Advisor ranking, was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.

*Selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees.