Thomson Wealth – Our clients

Specialized service for specialized needs

At Thomson Wealth, we proudly empower a wide range of clients to confidently take the helm of their financial lives and to set sail toward their goals, whatever they might be.

Business owners

Starting, managing, and passing on a business presents countless challenges and opportunities that can greatly impact your finances. We have the experience and skills to help you navigate everything from planning to succession.

Executives & employees

Whether you’ve reached the pinnacle of your company or are working your way to the top, your unique position requires a unique financial plan to ensure you’re set up for success in all aspects of your journey in order to reach your financial destination.

Medical professionals

Just as you’re committed to helping diagnose and treat your patients with the utmost care, we take pride in assessing your finances and offering the best treatment plan to help mitigate risks and capitalize on opportunities along the way.

Charities & institutions

From non-profit organizations to higher education, we understand the ins and outs of both public and private institutional investing and work closely with you to chart a course that fulfills your charitable obligations in the most effective manner.

From the moment I began working with Rob, I knew I was in good hands. He immediately took an interest in my business and family, providing varied support through numerous strategies. Without question, I rest easier knowing that Rob is managing my portfolio, and I never hesitate to refer him to my friends and family.

– Linda Marshall, Entrepreneur, Author and Television Host
Robert is the real deal: always available, never pushy or judgmental. A true professional, he has helped us make wise investments, allowing us to enjoy an early retirement and confidence that our children and their children will have a comfortable future.

– Laura and Andrew, Executives

What is most important to you on your financial journey?

Let’s uncover your goals, create a plan, and navigate it together.