400 Corporate Pointe
Our team is staffed by skilled professionals with years of market experience under their belts. We take a “hands on” approach to investment planning that prioritizes getting to know our clients, learning about your dreams, goals, and values, and building strategies and portfolios that are custom designed versus pre-packaged investments. We are dedicated to providing sound guidance, expertise and customer care that our clients have learned to expect.
Collectively we hold licensing and certificates in Real Estate, Notarizations, Paralegal services, Life Coaching, Taxes, Estate Planning, Life Insurance, and Business Degrees with focuses in Marketing, Administration, and Psychology. We are dedicated to undergirding the vision of the founder and the firm and look forward to helping each of our clients make paradigm shifts in their thinking and their finances.
President, Managing Partner
George founded Thompson Wealth Management in 2005 in order to put into practice the principles of objective, client-centered financial planning and financial stewardship. He started his career with Smith Barney and has over 20 years of...
Vice President, Operations & Marketing
Concierge & Senior Client Liaison, Reception, Project Management & Client Services
Stewardship Coordinator & Client Liaison, Project Management & Client Services
Clerk and Concierge, Reception and Administrative Services
Concierge, Reception, and Client Services
California, Delaware, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Dakota, Ohio, Pennsylvania, South Dakota, Texas, Wisconsin