Menu

Private Client Services

Integrated wealth management solutions.

As your net worth grows, your portfolio and the risks associated with it become more complex. We’ll help you understand your risks and help grow and protect your wealth. Being wise with your finances means you can live your values and leave a legacy that will have an impact.

Girl listening to conch shells on the beach.

We listen to you

Understanding your goals and willingness to accept risk is key to crafting a customized investment strategy.


Cross on alter with stained glass window in background.

You’ve built wealth

Thrivent Trust specialists work with you and your financial representative to connect your financial goals with your values.


Jigsaw puzzle with one missing piece.

Are you adequately covered?

Your Thrivent Financial representative will look at your insurance portfolio and identify gaps and recommend how to fill them.

46.1% of Americans die with less than $10,000 in assets.

How we can help

Our trust and investment officers work with you and your financial representative to connect your financial goals with your values.

Together, we'll:

  • Help you identify your financial goals, risk tolerance and investment objectives.
  • Create a baseline investment strategy financial road map – a customized strategy tailored to your needs and lifestyle using leading-edge asset allocation, rigorous investment selection and periodic reviews.

Services we provide:

  • Goals-based planning.
  • Investment strategy creation and management.
  • Cash management and bill paying.
  • Legacy and estate planning and administration.
  • Wealth transfer planning.
  • Private Client Services FAQs

"We help clients feel assured that if a life challenge surprises them, we can make timely adjustments and deliver the guidance they need to help bring calm to their particular storm."*