Your Retirement
Starts Here

Retirement Planning for
Hard Working  Professionals
& Business Owners

Reduce Taxes

Invest Smarter

Optimize Income

Reduce stress

Retire Confidently

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Theorem is a full service Wealth Management firm designing personalized retirement plans, investment strategies and client experiences that help remove the stress caused by financial management.


We are fiduciaries with noconflicts of interest. Our advice is truly objective. Our success is fullyaligned with our clients’ success. 

We utilize the best fintech solutions combined with a personalized client experience in order to optimize our clients’ Wealth Plan

We design customized financial plans that leverages the conflict-free strategies of our open architecture platform, delivering best in class research and investment solutions

Retirement planning CASE STUDIES

(Note: These case studies are hypothetical, do not involve a Theorem Wealth Management client, and should not be construed as a guarantee.)
Case Study #1

Business Owner Exit

Mark and Jennifer don’t have a set date for retirement — not because they can’t retire, but because they’re not sure they ever want to stop working completely...

Case Study #2


Dan devoted 35 years to his company before deciding it was time to move into the next phase of his life. With their children grown, he and his wife Laura are about to...

Case Study #3

Almost Retired

After accumulating wealth throughout the years as a biotech executive, Carol began thinking about retirement. She consistently saved and currently...

Top 10 things

to Be Aware of When Retiring

This guide covers the top 10 things retirees should consider when planning retirement. We will explore some of the costs that pre-retirees and retirees may not have planned for as well as some of the common pitfalls to avoid.

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