Holistic services to help safeguard your family’s wealth

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.

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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.
- Earl Thompson

Pursing your goals together

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.

Earl B. Thompson

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NM
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- VA
- WA
- WI
Earl has been a Financial Advisor since 1985, all of it with UBS and predecessor firm, PaineWebber where he grew the business from $0 in client assets to the now over $1 billion that the team of 5 manages. Recognized as a 5-Star Wealth Manager for three years, Earl brings an exceptional level of talent and experience to the business. He has been a member of the UBS Chairman’s Club for four years. Focused on providing comprehensive and personalized wealth management strategies, he has built long-term relationships and developed name-recognition within the community and a reputation for professionalism, credibility and dependability. Earl is a graduate of the University of San Diego and was a member of UCSD Planned Giving.

CA Insurance License #0A54448
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
600 West Broadway
Suite 2100
San Diego, CA 92101
Earl B. Thompson III

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- WA
- WI
Bryan joined his father at UBS in 2008 where he specializes in serving the financial needs of high-net-worth individuals, families, and business owners. With his considerable knowledge of financial planning, Bryan helps clients pursue their personal and financial goals by working together to develop customized strategies while utilizing active asset allocation and a regular review process. He works closely with his clients’ trusted tax, and legal advisors to offer a truly holistic approach to wealth management with tailored solutions bridging investments, liability management and financial planning capabilities.

Bryan completed the UBS Wealth Advisor Program and holds Series 7 and 66 securities licenses, as well as insurance, long-term care, and annuity licenses. He earned his B.B.A. degree in finance and marketing from the University of Washington, Seattle. In 2020 Bryan was promoted to Senior Vice President – Wealth Management, he, and his team of 5 manage over $1 billion in client assets.

In September 2021, Bryan and his wife Haylee welcomed a son to their family Graham Bryan Thompson. He is active in the local community and currently serves as the Treasurer for the Little Italy Association of San Diego, while also serving on the finance committees for his local church and homeowners association. Outside of the office, Bryan enjoys traveling, golfing, and spending time with his son.

CA Insurance License #0G65256
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
600 West Broadway
Suite 2100
San Diego, CA 92101
Rachel Arendt

Client Associate Senior
View bio
- CA
Rachel is our team manager and client service director. She is a Series 7 and 66 licensed representative with over 23 years of experience working in the securities industry, as well as an alumna of the College of Charleston School of Business. She has worked in 5 different UBS branches since 1999, and has had the opportunity to work in operations and management as well as with various financial advisor teams. Rachel previously served as the primary assistant to our team from 2005 to 2008, and was excited to return to the Thompson Group at UBS and to San Diego in 2016. Outside of the office, she enjoys spending time at the beach with her husband and dedicates much of her energy towards helping raise their two young children.

CA Insurance License #4179725
600 West Broadway
Suite 2100
San Diego, CA 92101
Alexandra Estes

Client Associate
View bio
Alex, the newest member of the Thompson Wealth Management Group, joined the team in August of 2022 after previously working in the UBS Chicago branch. Alex graduated from Loyola University Chicago with a degree in Economics and Political Science. In her free time, she enjoys Pilates, baking, and going to the beach in her hometown of La Jolla.
600 West Broadway
Suite 2100
San Diego, CA 92101

Earl B. Thompson

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- KY
- LA
- MA
- MD
- MI
- MN
- MO
- MT
- NC
- NM
- NV
- NY
- OH
- OR
- PA
- SD
- TN
- TX
- VA
- WA
- WI
Earl has been a Financial Advisor since 1985, all of it with UBS and predecessor firm, PaineWebber where he grew the business from $0 in client assets to the now over $1 billion that the team of 5 manages. Recognized as a 5-Star Wealth Manager for three years, Earl brings an exceptional level of talent and experience to the business. He has been a member of the UBS Chairman’s Club for four years. Focused on providing comprehensive and personalized wealth management strategies, he has built long-term relationships and developed name-recognition within the community and a reputation for professionalism, credibility and dependability. Earl is a graduate of the University of San Diego and was a member of UCSD Planned Giving.

CA Insurance License #0A54448
- Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
600 West Broadway
Suite 2100
San Diego, CA 92101
Earl B. Thompson III

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AR
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- KS
- LA
- MA
- MD
- ME
- MI
- MN
- MO
- MT
- NC
- NJ
- NM
- NV
- NY
- OH
- OR
- PA
- TN
- TX
- VA
- WA
- WI
Bryan joined his father at UBS in 2008 where he specializes in serving the financial needs of high-net-worth individuals, families, and business owners. With his considerable knowledge of financial planning, Bryan helps clients pursue their personal and financial goals by working together to develop customized strategies while utilizing active asset allocation and a regular review process. He works closely with his clients’ trusted tax, and legal advisors to offer a truly holistic approach to wealth management with tailored solutions bridging investments, liability management and financial planning capabilities.

Bryan completed the UBS Wealth Advisor Program and holds Series 7 and 66 securities licenses, as well as insurance, long-term care, and annuity licenses. He earned his B.B.A. degree in finance and marketing from the University of Washington, Seattle. In 2020 Bryan was promoted to Senior Vice President – Wealth Management, he, and his team of 5 manage over $1 billion in client assets.

In September 2021, Bryan and his wife Haylee welcomed a son to their family Graham Bryan Thompson. He is active in the local community and currently serves as the Treasurer for the Little Italy Association of San Diego, while also serving on the finance committees for his local church and homeowners association. Outside of the office, Bryan enjoys traveling, golfing, and spending time with his son.

CA Insurance License #0G65256
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
- Forbes Best-in-State Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Best-in-State Wealth Management Teams, 2023The 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.
600 West Broadway
Suite 2100
San Diego, CA 92101
Rachel Arendt

Client Associate Senior
View bio
- CA
Rachel is our team manager and client service director. She is a Series 7 and 66 licensed representative with over 23 years of experience working in the securities industry, as well as an alumna of the College of Charleston School of Business. She has worked in 5 different UBS branches since 1999, and has had the opportunity to work in operations and management as well as with various financial advisor teams. Rachel previously served as the primary assistant to our team from 2005 to 2008, and was excited to return to the Thompson Group at UBS and to San Diego in 2016. Outside of the office, she enjoys spending time at the beach with her husband and dedicates much of her energy towards helping raise their two young children.

CA Insurance License #4179725
600 West Broadway
Suite 2100
San Diego, CA 92101
Alexandra Estes

Client Associate
View bio
Alex, the newest member of the Thompson Wealth Management Group, joined the team in August of 2022 after previously working in the UBS Chicago branch. Alex graduated from Loyola University Chicago with a degree in Economics and Political Science. In her free time, she enjoys Pilates, baking, and going to the beach in her hometown of La Jolla.
600 West Broadway
Suite 2100
San Diego, CA 92101

A focus on personalized access and service

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.

Customized planning

We understand the challenges you face throughout life's important personal and professional milestones. Your financial life encompasses much more than your investments. It includes your goals for the future and how you want to live right now. Accessing the deep resources of the firm, our team is strongly positioned to address the realities of today's economy and meet the wide range of your sophisticated needs.

Financial planning and investment management
Our in-depth, fact-finding process results in the construction of a comprehensive wealth plan that serves as a road map for meeting your long-term investment objectives. We view this as a business plan for your personal life, creating metrics to measure success and providing context for all important financial decision-making.

Prudent asset allocation
Through our comprehensive due diligence and planning process, we determine your family's goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that supports your financial plan and seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.

Trust and estate planning
We have the experience and the network to address the complexities of your advanced planning needs. We may be able to help with protecting your assets or business ownership transitions, reducing estate tax exposure, transferring wealth to future generations or pursuing philanthropic endeavors.

Exceptional financial strength and stability

Right now, we know a strong foundation is more important to you than ever. For more than 160 years, UBS has been tested and proven resilient—serving our clients through a wide range of financial challenges and market conditions. We continue to be recognized for, and demonstrate, our strength as a leader among the biggest, and strongest, globally systemic banks.

Learn more about our Stability & Strength

Exemplary service

Exceptional service is essential to a successful relationship. Accessible and responsive, we work hard so you don't have to. Count on us for regular communication, addressing such topics as tax optimization, risk management and custom asset allocation strategies.

Attention on your terms
We treat clients like extended family and our dedicated team strives to provide the utmost in personalized service. We understand you have many priorities vying for your attention so we respond promptly to calls and emails, during and after business hours. Count on us for regular contact, prompt attention, and relevant insights throughout the year to make sure you stay on track.

Trusted client service
Clients rely on our trusted and consistent client service team for a host of financial and administrative needs. This means taking extra steps to provide modified reporting based on our firm platforms, to help organize tax information, or to simplify daily financial and investment issues, from setting up online services to handling financial statements.

A network of resources
You want all of your advisors pulling in the same direction. That's why we work collaboratively with your accountants, attorneys and other advisors. We have a high level of expertise, but if we don't have an answer we will get one from our network of financial specialists within and outside UBS. All together, we will make sure each perspective is integrated into one comprehensive approach.

The strength of UBS
We draw upon the heritage of UBS AG, one of the world's leading wealth management firms. This dynamic worldwide presence provides us with extensive reach and the distinct advantage of the firm's global perspective and unmatched resources.

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$3.9 trillion

In invested assets globally
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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Holistic services to help safeguard your family’s wealth

Pursing your goals together

Earl B. Thompson

Earl B. Thompson III

Rachel Arendt

Alexandra Estes

Earl B. Thompson

Earl B. Thompson III

Rachel Arendt

Alexandra Estes

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A focus on personalized access and service

Customized planning

Exceptional financial strength and stability

Exemplary service

Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

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