Welcome to Theorem Wealth Management! As our clients are aware, we have transitioned out of Merrill Lynch Wealth Management and into the independent space. Through a strategic partnership with Sanctuary Wealth, we’ve launched Theorem Wealth Management. As a firm, our purpose is simple… To help remove the stress often caused by financial management.

According to the American Psychology Association, money is the leading cause of stress in America. This makes sense for a number of reasons. There are so many facets to finances that it becomes overwhelming to think about where to begin. That is why I founded Theorem Wealth Management and why this blog exists.

Stress can impact one’s health in many different ways as you can see below. As a Fiduciary, if we can help reduce the leading cause of stress for our clients and help them live a longer, healthier life, we believe that we are truly helping our clients in the best way possible. Stress management and behavioral coaching is at the core of what we do for our clients. We use the best technology possible to provide comfort to our clients during volatile markets.

*To learn more about what a Fiduciary is, and why it is so important to work with one, check out our free financial guide: The Importance of a Fiduciary.

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My goal is to make the complicated aspects of finances easy to understand and less complicated, with the long-term goal of reducing the stress that finances typically cause. Over time, to goal is to cover a wide range of financial topics that most people face over the course of their life. Whether that is complicated retirement planning topics, or simple things like “what is an ETF”. If there are topics that you would love to learn about, please let us know.

For questions and comments, please send an email to info@theoremwm.com and be sure to subscribe for updates and more!