$5.9+ trn
UBS Group invested assets
As of 06/30/2024
In the midst of increasingly complex financial needs, The Thompson Wealth Management Group is redefining what it means to be a wealth manager. As a second generation team, we continue to provide families with comprehensive wealth management and professional investment guidance in diverse market conditions.
Our focus on wealth planning and our dedication to prudent asset allocation is essential to positioning clients to take advantage of potential market opportunities. With more than 40 years of experience, we bring relevant context to our advice through a highly customized and disciplined approach.
From our family to your family, we’re committed to developing long-lasting relationships by providing the kind of trusted investment guidance and personalized service that builds confidence.
The Thompson Wealth Management Group was named on the Forbes Best-in-State Wealth Management Teams list in 2023.
The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12-month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Executive Director
Financial Advisor
Senior Client Associate
Wealth Strategy Associate
Senior Vice President–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Executive Director
Financial Advisor
Senior Client Associate
Wealth Strategy Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
