Total Wealth Management

Getting the right investment advise is a key part of managing your wealth, but it's just one part of a bigger picture. To realize the best results, investment decisions should be made within the context of an overall financial plan that considers such things as retirement planning, tax efficiency and estate planning

The Thompson Wealth Management team will create a total wealth management strategy to address various financial concerns at each stage of your life:

  • Accumulating Wealth - growing your assets for future goals.
  • Protecting Wealth - maintaining your assets to protect your financial well-being.
  • Converting Wealth - providing income to live the retirement lifestyle of your choice.
  • Transferring Wealth - creating a lasting legacy for your family or other beneficiaries.

Understanding Needs
Faced with an endless array of financial products and services, complex tax regulations and constantly evolving markets, managing money and realizing financial goals can be a challenge.

To help you achieve success, Evan and his team will conduct an in-depth review to clarify your current circumstances and future goals. Their most important job is to listen, to understand you and your family's investment needs, and to help you set out long-term investment objectives.

This process will provide you with a comprehensive financial plan that addresses all your needs. We will then customize an Investment Policy Statement that reflects your investment objectives, provides the fundamental framework for managing your investment portfolio and sets standards for reporting and review.

A Disciplined Approach

Making hasty adjustments in reaction to short-term market volatility can impede progress towards achieving your financial goals. The best long-term results come form setting realistic goals, having an investment discipline and sticking to it.

To Invest successfully over a lifetime does not require a stratospheric I.Q., unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework. WARREN BUFFET

What clients can expect

  • We will always act in your best interest, constantly maintaining the highest standards of trust, ethics and integrity. His reputation is his most important asset.
  • We will act as your chief financial advisor, working in concert with your tax and legal advisors to ensure you realize the best results.
  • We will provide you with a disciplined investment process, designed to guide you safely through all market environments towards your goals.
  • We will communicate with you on a regular schedule so you are kept current on the status of your portfolio and your understanding of your investment strategy.
  • We appreciate that you have a choice and will focus relentlessly on understanding and meeting your needs to ensure you always feel you made the right one.