Dakota
Dakota
Book a Demo
Talk to an Expert

Thames Private Wealth Strategies

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Columbia, SC
CRD Number
Website thamesprivatewealth.com
Client types

Overview

Thames Private Wealth Strategies is a Columbia, South Carolina–based wealth management team serving multigenerational families, business owners, and professionals. The practice emphasizes holistic planning—retirement, estate strategies, risk management, philanthropy, and trust services—paired with discretionary investment management aligned to client goals and risk tolerance. They stress long-term discipline, ongoing reviews, and collaboration with clients’ legal and tax advisors. Advisory and brokerage services are offered through &Partners, LLC (SEC-registered; FINRA/SIPC member), with primary custody via Fidelity through National Financial Services (NFS). The team positions itself as a long-term advocate helping clients grow, preserve, and transfer wealth.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy