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VerifiedFinancial Services· Founded 2010

Thompson Wealth Management

At Thompson Wealth Management, we are committed to helping clients achieve financial independence and build a future they love. Our comprehensive services include investment management, financial planning, tax strategies, estate planning, and retirement solutions—all tailored to your unique needs and goals. We take a personalized approach, ensuring every strategy aligns with your financial objectives and risk tolerance, while helping you navigate the complexities of wealth management with confidence. One of our key areas of expertise is working with federal employees. We specialize in guiding federal employees through the intricacies of their benefits, including FERS and the Thrift Savings Plan (TSP). Our deep knowledge in this niche allows us to help federal workers maximize their retirement benefits and make informed decisions about their financial future. In addition to investment and retirement planning, we provide proactive tax planning, risk management, and insurance strategies to ensure that every aspect of your financial life is covered. Whether you’re planning for retirement, managing cash flow, or protecting your assets through estate planning, we are here to guide you every step of the way, empowering you to focus on building a future you love. Securities and Advisory Services offered through Harbour Investments, Inc. Securities licensed in: AZ; CA; CO; FL; GA; ID; IL; IN; MA; MD; ME; NC; NM; NV; NY; OH; OR; TN; TX; UT; WI; WY Advisory licensed in: AK; AL; AZ; CA; CO; FL; GA; HI; ID; IL; IN; KS; LA; MA; MD; ME; MI; MN; MO; MS; MT; NC; ND; NE; NH; NJ; NM; NV; NY; OH; OK; OR; SD; TN; TX; UT; VA; VT; WI; WV; WY Check out the background of firms and investment professionals on FINRA's BrokerCheck https://brokercheck.finra.org.

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HeadquartersPhoenix, United StatesEmployees8(1 to 10)Annual revenue<$1MFounded year2010Websitetwmplan.comLinkedIn profileLinkedIn

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Top roles at Thompson Wealth Management

3 distinct titles indexed · top 3 shown.

  • 1chief operating officer
  • 1relationship manager
  • 1wealth advisor

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