Holistic services to help safeguard your family’s wealth

Balcony

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.

- Earl Thompson

Pursuing your goals together

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

    Earl B. Thompson

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SD
    • TN
    • TX
    • UT
    • 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, 2022The 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.

        600 West Broadway
        Suite 2100
        San Diego, CA 92101
      • Earl B. Thompson III

        Earl B. Thompson III

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
        • AR
        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KS
        • LA
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MT
        • 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.

            600 West Broadway
            Suite 2100
            San Diego, CA 92101
          • Rachel Ashley Arendt

            Rachel Arendt

            Senior Client Associate

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            • 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
                • Raj Mody

                  Raj Mody

                  Client Associate

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                  • CA

                  Raj recently joined The Thompson Wealth Management Group in May of 2022. He previously worked as an Investment Analyst in San Francisco and is very excited to have joined the team here in San Diego. Raj graduated from Cal Poly San Luis Obispo in 2021 with a degree in Quantitative Analysis. He currently holds Series 7 and 66 securities licenses and is eager to further his education. In his free time, he enjoys sports, traveling, and exploring his new city of San Diego.

                        600 West Broadway
                        Suite 2100
                        San Diego, CA 92101
                      • Alex Estes

                        Alexandra Estes

                        Client Associate

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                          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

                              Customized planning

                              Multigenerational planning

                              Multigenerational planning

                              Exemplary service

                              Exemplary service

                              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

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager

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