Life is a series of moments

At Thomas & Parsons Wealth Management, we believe that planning for your key moments in life is paramount to your success. To that end, your financial plan and investment approach should be as unique as you are. It’s our job to dive deeper to uncover every individual piece – your goals, dreams, and aspirations – and, ultimately, help you succeed in all aspects of your life.

Who we are

Backed by advanced industry accreditations and over 65 years of combined experience, we work hard to build long-term relationships with our clients and their families – one that goes beyond the numbers.

Meet the team

Financial planning

Planning is essential to what we do. Through our collaborative process and “family office” style approach, we develop an integrated, multigenerational wealth plan tailored to your unique needs.

Our services

Investment management

Leveraging RBC’s award-winning research and resources, we follow a disciplined process and our core guiding principles to deliver carefully selected solutions.

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Community involvement

With a strong background in philanthropy, our team remains dedicated to making a meaningful difference by sharing our time, energy, and enthusiastic support.

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When your moments arrive, you'll be ready.

Planning is the first step.

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