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.

What is most important to you on your financial journey?


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

Contact us today
man and child playing with a toy sailboat by the beach