T.H. Williams, PhD, CFP®
Managing Director
T.H. Williams serves as a Private Wealth Financial Advisor with the VIRTUENT of TSG Wealth Management. His professional mission is anchored in providing comprehensive financial services to affluent families, institutions, entrepreneurial entities, and business owners, aiming to structure strategic wealth management, preservation, philanthropic, and intergenerational transfer plans.
T.H.’s holistic approach to wealth management encompasses asset and liability strategies, risk comprehension, risk management decision- making, and granting access to a plethora of services such as private banking, trust, philanthropy, estate, and fiduciary services through associated entities.
Launching his career path as an enterprising young entrepreneur, T.H. played a crucial role in the establishment of several fledgling enterprises. Transitioning to finance and consultancy in 2002, he concurrently pursued his MBA and an MS in Finance. Most recently, he accomplished his PhD in Business and Finance, focusing his dissertation and continuing research on asset class correlations and digital assets. T.H. also attained his CERTIFIED FINANCIAL PLANNER® designation in 2008 upon completing an accredited educational program.
From 2010 to 2017, he spearheaded the operations at the Denver West and Greenwood Village branches of Wells Fargo Advisors, where he earned the‘Premier Manager’ over three concurrent years.
Outside his professional commitments, T.H. is an engaged community participant and a proponent of lifelong learning. He maintains an active lifestyle, enjoying the breadth of physical activities that Colorado offers, including fitness training, snowboarding, and notably, martial arts—a discipline he’s been involved with since 1992 as both a student and an instructor. Family is paramount to him, and he cherishes spending quality time with his wife, Rochelle, and their two daughters, Morgan and Hunter.
Education
- PhD in Business & Finance – University of Denver
- MBA – University of Colorado
- MS in Finance – University of Colorado
- BA in Biochemistry – University of Colorado
Registrations, Licenses & Certifications
- CERTIFIED FINANCIAL PLANNER®
- FINRA Series 7 – General Securities Representative
- FINRA Series 66 – Investment Advisor
- FINRA Series 9/10 – Limited Principal/Branch Manager
- Life, Health, & Long-Term Care Insurance
- CA Insurance license Number: 0K13646. Resident state: CO.
T.H. Williams’ Favorite Quote:
“If you have built castles in the air, your work need not be lost; that is where they should be. Now, put the foundations under them.”
– HENRY DAVID THOREAU