Chris Benson-Thrivent

Aspiriant is an independent, employee-owned wealth management firm that offers financial planning services. It provides investment management and strategic planning solutions. The firm also offers tax planning and expense management services. Aspiriant provides business development, human resources and administrative solutions. It serves corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. The firm manages a staff of more than 45 employees. Aspiriant offers assistance with issues related to mergers and acquisitions. It provides bank account reconciliation and expense trend analysis services. The firm additionally offers risk management and stock compensation solutions. Aspiriant serves clients throughout the United States.

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Comerica Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the San Francisco, CA area, Patrick Thor will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

RBC Dain Rauscher, a wholly owned subsidiary of Royal Bank of Canada, is one of the largest investment management firms with more than 1,600 financial consultants and over 100 offices. It offers a range of investment products that include stocks, unit investment trusts, annuities, bonds, life insurance plans, mutual funds, retirement plans and individual retirement accounts. The company also offers portfolio management, education planning and mortgage services. Additionally, it offers financial advisory and underwriting services for various types of tax-exempt and taxable debt governmental and school district issuers, conduit borrowers and nonprofit organizations. RBC Dain Rauscher, founded in 1909, maintains an office in San Francisco.