Wells Fargo Advisors,manage your nestegg,manage your nest egg,Thornhill and Schilling Financial Strategies Group,Thornhill & Schilling Financial Strategies Group

Where do you want to go?

If your investment destination is retirement, college savings, purchasing a new home, second home, a lifetime of income, protecting what you’ve got, charitable giving or leaving a legacy, then we have the right directions for you.  
 
“Begin with the end in mind” as Steven Covey writes, “...means to start with a clear understanding of your destination”. Once a destination is determined the journey begins.   An investment journey is no different. We will work with you to plan one that includes your goals and dreams, with understandable strategies, to guide you along the way. 
 
We begin our journey together. By taking careful consideration in getting to know you and where you want to go. Having this discussion allows us to better understand and tailor a suitable recommendation to match your personal values and goals.
 
We offer individual investment vehicles, not mass transit solutions, customized to suit your particular situation. We insist on regular service reviews and checkups along your investment journey too. This keeps us updated on changing lifestyle goals and you on developing market trends.  The recommendations we make are flexible, comprehensive and even unique, as we offer our own managed portfolio (GPS-Guided Portfolio Strategies) solutions in some situations.
 
Tell us where you want to go and we will be with you all the way. 

Announcing our newest GPS Portfolio offering!

This portfolio will be centered on stocks that should benefit from the aging population of Baby Boomers (ages 48-66). We will buy companies that will do business with this large demographic and put them together into one growth oriented portfolio.

With this population's past record of making markets a success we believe this presents a great opportunity. The premise for our growth centered portfolio will be based on the baby boomers' expected spending. As you might guess, there are several themes that this portfolio might own to capture the needs and buying habits of the aging baby boomer. They are primarily: Health, Fitness, Leisure, Technology and Finance.

As with onour other GPS portfolios, this portfolio will be managed to our current standard of investment policy guidelines. We will provide individual stock selections based primarily on technical market analysis. The portfolio requires a minimum of $50,000 to invest.

We are excited to add this growth sleection to our current GPS mix of portfolios, GPS Tactical, GPS Income, GPS Conservative Income, GPS Growth and Income, and GPS Equity 40.

 

Macro Trends - Monthly Analysis of the US Economy 
 
Interested in Financial Podcasts?
You can now subscribe to Wells Fargo Advisors podcasts which can be downloaded onto your portable music player.  There is an Equity Strategy Weekly, an International Markets Weekly and a Macro Comment.

Understanding the Complexities of Medicare 

Social Security and Your Retirement (Video) 

 

At a Glance (updated regularly):

 

  

The Thornhill and Schilling Financial Strategies Group Bookshelf

Recent books read by Scott:
Boomerang, Travels in the New Third World by Michael Lewis
The Drop by Michael Connelly
Profiting from ETF Rotaton by Leslie Masonson
Thinking, Fast and Slow by Daniel Kahneman
Last Night in Twisted River by John Irving
Lincoln by Bill O'Reilly
Being Wrong by Kathryn Schuyltz
A Confederacy of Dunces by John Kennedy Toole
Boomerang by Michael Lewis
The Big Short by Michael Lewis
Devil in the White City by Erik Larson
 
Recent books read by Robin:
Lady Almina and the Real Downton Abbey by the Countess of Carnavon
The Beauty Detox Solution by Kimberly Snyder
Manhunt by Janet Evanovich
Lucia, Lucia by Adriana Trigiani
City of Thieves by David Benioff
Off Season by Anne Rivers Siddons
A Confederacy of Dunces by John Kennedy Toole
Devil in the White City by Erik Larson
Unbroken by Laura Hildebrand
 
 
Please note that Wells Fargo Advisors does not endorse or recommend the publications.
 
The above has been provided solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. 

Keep in Touch

We always want to hear from you, but particularly if your SITUATION changes, your financial GOALS change, or your FEELINGS about the market change, please give us a call!  It may be time for a review.

Thornhill and Schilling Financial Strategies Group of Wells Fargo Advisors is a financial practice within Wells Fargo Advisors, working with a select group of individuals, families, and institutions.  Our team takes a flexible and personalized approach to managing and growing our clients' portfolios. We work with our clients to develop and implement customized investment and wealth strategies that are tailored to their particular needs and objectives and that are designed to help them to achieve their short and long term financial goals.

The Thornhill and Schilling Financial Strategies Group understands that having money is one thing, but preserving it is another.  We work with our clients to help preserve their wealth to achieve their unique vision of success and build a legacy that matters to them.

Our Mission Statement:  Our mission is to work together as a team to provide unbiased superior attention and service to our clients' goals and objectives.  Education in new products and services to benefit our clients will be an ongoing priority.

 

 1The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. 

 

 
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