How We're Different
Offering one of the following advantages is good.
Thiesen Dueker offers all of them.
Not all financial advisors are the same. At Thiesen Dueker, everything we do is guided by our fiduciary responsibilities to our clients. Because of that, we offer important differences that, quite frankly, set us apart from many other financial advisors. They’re differences that matter to our clients.
1. The Freedom of Independence
Many advisors have licensing credentials or employers, such as banks or Wall Street investment firms, that limit the investment options they can offer their clients. Our advisors don’t have those limitations. We established Thiesen Dueker as an independent firm to give our advisors the freedom to access any investment vehicles they believe are right for their clients. Our clients’ choices aren’t limited, because we offer access to a world of options.
2. The Benefits of TEAMSwork
“TEAMSwork” means that our advisors work together, collaborating to review and enhance the strategies we present to our clients. The financial plans we create and the recommendations we make are carefully vetted from various wealth management perspectives. This is important because we think that no single advisor working alone can be as comprehensive as a team. “TEAMSwork” also means that our advisors are supported by experienced associates who help with administrative tasks and research. So unlike many solo advisors, ours have more time to focus on developing personalized financial strategies for our clients.
3. The Power of Technology
We continually reinvest in powerful and ever-advancing financial software, including AI applications. Our advisors harness this technology as an effective tool to benefit our clients every day. Our software provides access to valuable information, helping our advisors develop, evaluate and present complex strategies in easy-to-understand formats. It also includes a platform that allows our clients to view and monitor all of their accounts and assets in one place – from any device, whenever they like. Not all advisors make this same commitment to utilizing advanced technology. But we always will, because our clients tell us they appreciate the difference it makes and the confidence it gives them.
