Fourthought Private Wealth - Financial Planning, Venice & Sarasota FL

Better Decisions. Less Stress.

We are an independent wealth planning firm that exists to answer

Your Most Critical Questions:

Am I going to be okay?

We’ll give you a plan to take care of your family and live your best life, even when life is unpredictable.

Do I have any blind spots?

We’ll help you avoid biases that may cloud your decisions and point out what’s ahead so you won’t be taken by surprise.

Videos

Principles of Holistic Financial Planning

Cash Flow Planning

Finding the answers is a journey with

Four clear steps:

Tell us
where you
want to go

Let us earn your confidence and gain a deep understanding of your needs.

Find your
perfect
guide

Engage with a team of caring professionals that specializes in taking you where you want to go.

Create your
Plans

Build life-long plans that generate income and reveal blind spots.

Stay on
track

Manage your investments to meet your cash flow needs.

Get the Most Recent Information from Our Resource Library

Our View: Inflation – Targets Can Shift Or Be Moved. Know How To Separate The News From Noise

Are We There Yet?

Changes We’re Making in This New Season

Effects of a Contested Election on Our Investments

Technology is Fueling Our Lives and Investments, But Should We be Worried?

On Mixed News from the Fed, We’re Doing What We Always Have: Investing in Quality Companies

Quarantining the Goose: Protecting Stock Dividends in an Era of Economic Uncertainty

Four Facts for April 27: Comparing Current Unemployment to 2008 and More

How a Norwegian Explorer Helps Us Make Investment Decisions

Animal Spirits: How the CARES Act Affects Business and Investor Psychology

Hello Covid, Buy-Buy Covid