Why Theorem

Theorem aka The Optimal Retirement & Estate Management has a simple mission:

Design personalized retirement plans, investment strategies and client experiences that help remove the stress caused by financial management.

The Problem

In the world of retirement planning, clarity, transparency and communication aren't just nice to have, they’re a necessity.

Yet advisors today use financial jargon clients don’t understand, complex investment products and a relationship model littered with conflicts of interest.

Client expectations are rising, as people demand a more genuine, more human relationship with those they do business with.

Clients deserve an uncomplicated, stress-free path to retirement.

Picture of theorem wealth management team

Helping you feel confident with your money so you can focus on what really matters

FAMILY

HEALTH

FRIENDSHIPS

LAUGHING

TRAVEL

PASSIONS

HOBBIES

FAMILY

HEALTH

FRIENDSHIPS

LAUGHING

TRAVEL

PASSIONS

HOBBIES

THe solution

THEOREM is The Optimal Retirement & Estate Management

Retirement planning without complexity: Retirement strategies, financial planning and investment solutions tailored to your individual needs and expectations.

Wealth Planning
An ongoing process that updates as your life changes. Taking an expansive approach to financial planning that focuses on every aspect of your financial life.
Retirement Planning
A comfortable retirement is a collection of smart financial decisions and careful planning. We diligently plan all aspects of your financial future to help you achieve your desired lifestyle.
Investment Planning
Maximizing the assets you've worked so hard to attain with customized, data-driven investing strategies.
Estate & Trust Planning
Helping you leave a legacy for the people and causes that matter most to you.
Family Office Services
Helping you address and resolve the complex, intricate issues that often accompany significant wealth and impact families across generations.
Employee Retirement Services
From plan design to investment advice, ERISA compliance and participant engagement, we provide the opportunity for your employees to have a financially secure retirement.
Education Planning
Planning for your families educational experience that best fits within your long-term financial plan.
Health and Insurance Planning
Protect your family and your wealth with customized coverage.
Business Owner Strategies
From retirement plans to exit strategies, we help make the most of your business.

Get Started with Theorem

We’re here to help. Get in touch to request your personalized wealth strategy without cost or obligation.

Get Started
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Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.