Who we can help

Thompson Wealth Management services are designed for individuals, families, business and organizations. We can help:

Tax and legal professionals requiring assistance with their personal assets or a trusted partner with shared clients.
Successful executives looking to enhance and grow their wealth.
Business owners who need help managing their personal and business assets and business succession plans.
Pre-retirees who want to make the most of their retirement savings.
Retirees requiring innovative strategies to maximize their after-tax retirement income, and protect their financial security.
Well-established families seeking professional guidance to transfer wealth to the next generation in a tax-efficient manner.