Thornewood Advisors USA LLC

Thornewood Advisors USA LLC
4 Thornewood Ln SW
Lakewood, WA 98498

Company information

Our mission is to endeavor to bring you the entire universe of investments, financial products, services, and in our experience and opinion, top tier experts in every area financial. The guiding tenets of our business model are performing, exceptional service, client education, evidenced based planning, objectivity and innovative thinking. These concepts integrate well with the sophisticated demands of successful business owners and professionals and are the foundation of the way we conduct business. At Thornewood we offer a level of personal service that is unsurpassed in any industry.

Company profile type: 
Company Direct
Industry: 
Banking | Financial | Insurance
Company stage: 
Growth

Products & Services: 

What We Offer

Retirement Planning

  • Defined Benefit Plans
  • Befined Contribution Plans
  • Profit Sharing Plans
  • 401K Plans
  • and more...

Foundations

  • Private Foundations
  • Sub Foundations
  • Donor Advised Foundations

Charitable Giving

  • Philanthropy Coaching
  • Making the Right Giving Choices
  • Making a Meaningful Charitable Gift

Securities

  • Stocks
  • Bonds
  • Pre-Owned Pensions
  • Pre-Owned Annuities
  • Real Estate Contracts
  • and more...

Asset Management

  • Institutional Asset Management
  • Individual Accounts
  • Institutional Accounts
  • EFTs
  • All No-Load Funds
  • Individual Stocks & Bonds
  • US Treasuries
  • Private Placement Life Insurance
  • Annuities
  • Passive Portfolios
  • Actively Managed Portfolios
  • REITS
  • C Ds

More!

  • ESOPS
  • Privatized Banking
  • Estate Planning

Company contact: 

Jonn Mason 
Associate Path to Partner

Company locations

4 Thornewood Ln SW
Lakewood, WA 98498