A Holistic Approach to Your Finances
At Thieman Investments, we believe true wealth management means more than managing investments. Our advisors in San Angelo provide complete financial planning and asset management designed to fit your goals, your lifestyle, and your future. From retirement strategies to estate planning, our team helps West Texas families make confident decisions that last for generations.
Services That Fit Your Life
Investment Portfolio Management
We design diversified portfolios tailored to your goals, risk tolerance, and long-term growth needs.
Retirement Income Planning
We create strategies that combine retirement accounts, Social Security, and annuities to support reliable income.
Tax-Efficient Strategies
We help minimize taxes through smart investment choices and distribution planning.
Risk Management & Insurance Review
We review coverage needs and, when appropriate, recommend tools like annuities for guaranteed income in retirement.
Integrated Estate Planning
A strong financial plan looks beyond today to consider how wealth will be passed to future generations. As your estate planning advisor, we coordinate with attorneys and CPAs to help you create a plan that reflects your wishes.
Why Work with an Independent Advisor?
Professional Expertise with Local Understanding.
As an independent wealth management firm in San Angelo TX, we are not tied to selling proprietary products. Our fiduciary commitment means our advice is driven by your goals—not corporate quotas.
With over 30 years of service, Thieman Investments combines local experience, and a boutique approach that large national firms cannot match. Our independence allows us to deliver fee-based financial planning that is transparent, unbiased, and focused on long-term success.
What does wealth management include?
Wealth management at Thieman Investments goes beyond investment advice. It integrates retirement, estate, education, and business planning into one coordinated strategy.
Are you fiduciary advisors?
Yes. As fiduciaries, our San Angelo financial advisors are committed to putting your best interests first, ensuring transparency and trust in every decision.
Why work with a local advisor?
We’ve served West Texas families since 1994, giving us a deep understanding of the local economy, industries, and community values that shape your financial future.
How often will we meet to review my plan?
We typically meet with clients at least once a year, though many choose semi-annual or quarterly reviews. These meetings allow us to update your financial plan, review your portfolio, and make adjustments as your goals or circumstances change.
