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Why We're Here

When it comes to your finances, you have goals. We help you reach them.

Whether it’s providing the best opportunities for your family, establishing a solid financial foundation for the future, or retiring comfortably and confidently. Financial planning with Thompson Wealth Management couldn’t be easier. We provide the blueprint to succeed.

What You Get

When it comes to your finances, we do the work. You live the life you want.

Our money management strategies may be sophisticated, but our philosophy is simple. We take a holistic approach and give you the highest probability of success in achieving your goals.

Our clients receive a personal wealth management website that includes assets we manage, as well as others held by banks, credit unions, and employer-sponsored retirement plans like 401(k), TSP, 403(b) and 457’s. We offer: ongoing monitoring, financial retirement planning, and investment management.

Becoming our client means starting a journey to achieve your financial freedom and peace of mind

Start Planning Your Future

We are your trusted Arizona financial planner for private investment, financial advocacy, retirement planning, & more.

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Voted #1 Ranking Arizona

Investment Brokers

2013

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Voted #2 Ranking Arizona

Independent Investment Advisors

2014

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Voted #1 Ranking Arizona

Independent Investment Advisors

2015

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Voted #3 Ranking Arizona

Independent Investment Advisors

2016

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Voted #6 Ranking Arizona

Independent Investment Advisors

2017

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Voted #4 Ranking Arizona

Independent Investment Advisors

2018

Check the background of this investment professional on FINRA's BrokerCheck.