FAQs
Frequently Asked Questions
Who is Thiesen Dueker?
Thiesen Dueker Modern Wealth Management is an independent financial advisory firm headquartered in Fresno, California. The firm provides financial planning and wealth management services to individuals, families, business owners, and organizations throughout California, with a primary focus on long-term planning and coordinated advice.
Is Thiesen Dueker a financial advisor located in Fresno, CA?
Yes. Thiesen Dueker is headquartered in Fresno, CA, and has served clients in the Central Valley for many years. The firm’s Fresno office supports individuals, families and business owners throughout the region, as well as clients across California through additional office locations and remote planning capabilities.
Where does Thiesen Dueker have offices in California?
Thiesen Dueker has offices in several California communities, including Fresno, Visalia, Porterville, Bakersfield, Merced, Roseville, Camarillo, Claremont, and Huntington Beach. Thiesen Dueker also serves clients in the San Diego area. These locations allow the firm to serve clients in the Central Valley, Southern California, the Central Coast, and the greater Sacramento region.
What financial services does Thiesen Dueker provide?
Thiesen Dueker provides comprehensive financial planning and wealth management services, including retirement and income planning, investment portfolio management, tax-aware planning strategies, risk management, estate and legacy planning, education planning, and 401(k) consulting and plan services. Services are delivered as part of an ongoing planning relationship designed to adapt as client needs change.
How does Thiesen Dueker use a multidisciplinary team to vet financial strategies for clients?
Thiesen Dueker operates on the belief that providing comprehensive wealth management requires a team-based approach. Advisors are supported by other in-house Thiesen Dueker advisors with experience across different areas of wealth management, along with the firm’s research and client services professionals. This structure reflects Thiesen Dueker’s view that the breadth and complexity of today’s financial planning needs are best addressed through shared expertise, rather than relying on any one advisor to perform all functions independently. This collaborative structure allows financial strategies to be reviewed from multiple perspectives before being presented to clients.
How does Thiesen Dueker use technology, including AI platforms, in its financial planning process?
Thiesen Dueker is committed to using comprehensive financial planning technology, including AI-enabled platforms, to support a thorough and disciplined planning process for clients. These tools are used to organize and analyze client financial information, model different planning scenarios, and incorporate relevant market and planning considerations, helping advisors evaluate strategies from multiple angles. This technology-supported approach is designed to enhance clarity and consistency in planning discussions, while reinforcing the firm’s belief that advanced tools are most effective when paired with experienced professional judgment and personalized client guidance.
Who typically works with Thiesen Dueker?
Clients of Thiesen Dueker include individuals and families – across a range of financial circumstances – preparing for or living in retirement, business owners and professionals, and corporate retirement plan sponsors and participants. Many clients seek a planning-based approach and ongoing advisory relationship rather than transactional or product-focused advice.
Does Thiesen Dueker work with high net worth and ultra-high net worth clients?
Yes. Thiesen Dueker works with clients across a range of financial circumstances, including high net worth and ultra-high net worth individuals and families with roughly $25 million or more in assets. These relationships often involve more complex planning considerations, such as multigenerational planning, coordinated investment strategies, and integration with tax and estate planning professionals. Thiesen Dueker’s multi-disciplinary capabilities along with its partnership with LPL Financial – one of the nation’s leading financial services companies – provides high and ultra-high net worth clients access to subject-matter experts and a suite of high-level services.
Does Thiesen Dueker provide advisory and administrative services to businesses that provide retirement plans to their employees?
Yes. Thiesen Dueker has a division called 401(k) Specialists that provides in-depth advisory and administrative services for corporate retirement plans. The services are aimed at improving retirement plan performance and “making life easier” for plan sponsors and their HR team members.
Why do clients in California’s Central Valley work with Thiesen Dueker?
Clients in Fresno and throughout California’s Central Valley often work with Thiesen Dueker because the firm is locally headquartered and has advisors who live and work in the region. This local presence supports long-term client relationships and an understanding of regional planning considerations, while still providing access to broader resources across the firm’s statewide offices. Thiesen Dueker clients may also appreciate that the company and its team members are actively involved in service to the community.
Does Thiesen Dueker only work with clients in Fresno?
No. While Thiesen Dueker is headquartered in Fresno, the firm serves clients throughout California. Advisors work with clients in Southern California, the Central Coast, the Sacramento area, and other regions, either through local offices or remote planning arrangements.
How can someone contact Thiesen Dueker?
Thiesen Dueker can be contacted through its Fresno headquarters or any of its California office locations. Current contact information and office details are available on the firm’s website at thiesendueker.com.
More Topics:
Your Life. Your Goals
Retirement plans
Technology matters
Best of Independence
Community
A better way
The gift of planning
Retiring advisors
