Thompson Wealth Management, Inc. provides financial solutions you need, when you need them. When it comes to financial concerns, few firms provide wealth building products and financial planning services like we do. Take advantage of a team that remains flexible and vigilant, so you don't have to.
The Total Wealth Management System -- Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together.With your retirement in mind, we offer a comprehensive approach that helps you build, grow, and maintain wealth.
The Total Wealth Management System -- Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together.With your retirement in mind, we offer a comprehensive approach that helps you build, grow, and maintain wealth.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
We founded our company on the principles of putting our client first. Our goal is to show our clients every day that their financial goals and values come first. We're in the business of building long term, solid relationships that are based upon trust and quality client service. We want to become your trusted financial advisor for life.
Our team is staffed by skilled professionals with years of market experience under their belts. We take a "hands on" approach to investment planning that prioritizes getting to know our clients, learning about your dreams, goals, and values, and building strategies and portfolios that are custom designed versus pre-packaged investments.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
George B. Thompson is managing partner of Thompson Wealth Management (TWM), a Registered Investment Advisory firm. With more than 20 years in the financial industry, he formed TWM in 2005 to offer a broad range of financial planning and investment management services to individuals, corporations, and organizations.
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