WHAT WE’RE
HERE TO CHANGE
For over 20 years, we operated deep within one of the largest global accounting and wealth management firms. With our clients at the center and our decades of expertise, we founded Threadline Wealth as the professional services firm of the future. Our firm leverages the rigor of our accounting heritage and the value of coordinated cross-disciplinary advice to seamlessly integrate wealth management with tax, estate and transaction planning to serve our clients’ holistic needs.
Fundamental to our approach are coordinated advice streams tailored to the goals of each client, whether an executive, a business owner or a high-net-worth family.
Operating more holistically, we can move fast, collaborate freely and expand perspectives to provide advice and coordinate implementation with intention and clarity.
OUR VALUES
We lead with trust.
We live with integrity.
We are committed to serve.
We seek relentless improvement.
We succeed through collaboration.
THE THREADLINE STORY
WORKING WITH US
We succeed as one.
One firm, one team, one experience. Every client and accounting professional gets the benefit of our coordinated wealth and tax planning expertise, rather than working in silos.
We make strategy move.
Advice is only the start. We turn plans into real decisions and actions so clients move forward with clarity and confidence.
We deliver radical hospitality.
We sweat every detail to make life easier – boutique service, seamless digital tools and a coordinated experience that feels tailored not templated.
We’re committed fiduciaries, for generations.
We put clients first in decision-making, build truly multigenerational relationships and stay tightly synced with their outside advisors so families and businesses are supported over the long term.
