Our Mission & Core Values

Mission

To be the best resource for individuals and families who seek to experience the peace of mind that accompanies knowing they’ve done everything possible to have the highest probability of success in achieving their financial goals.

 

Core Values

Do
“Action breeds confidence and courage. Inaction breeds doubt and fear. If you want to conquer fear, do not sit home and think it. Go out and get busy.” – Dale Carnegie

Humility
“If I have seen further than others, it is by standing upon the shoulders of giants.” -Isaac Newton

Generosity
“You will get all you want in life if you help enough other people get what they want.” – Zig Ziglar

Passion for Service
“Do what you do so well they will want to see it again. And bring their friends.” – Walt Disney

Discipline
“We are what we repeatedly do. Excellence, then, is not an act, but a habit.” – Aristotle

Our People

Neal Thompson, President & Advisor

Neal Thompson, AIF, ChFEBC
President & Advisor

Neal Thompson is the founder of Thompson Wealth Management (TWM). His primary responsibilities include managing client relationships and helping to lead the firm’s business development initiatives. Neal also develops and sets the vision for the firm.

Since the company was founded in 2010, it has been quickly become one the most respected independent wealth management companies in Arizona. TWM has been voted by Ranking Arizona, Arizona’s largest business opinion poll, as one of the top Independent Financial Advisors for three years running (2012 #7, 2013 #1, 2014 #2). Neal was also named by the Arizona Republic as one of the state’s “Top 35 Entrepreneurs 35 & Younger.” Additionally, Neal is called upon by national media outlets including the Wall Street Journal, Newsweek, CBS, and Investment News for commentary on matters of personal finance.

Neal is recognized as one of the premiere retirement planning advisors for the federal employee community. Since 2009 Neal has specialized in the financial and retirement planning needs of federal employees. He’s conducted countless FERS and CSRS retirement workshops throughout the southwest for numerous government departments and agencies.

Prior to founding Thompson Wealth Management, Neal served as a financial advisor with ING Financial Partners in Phoenix, Arizona. There he served affluent client families and managed their investment portfolios.

Neal and his wife Amber live in Cave Creek, Arizona with their two children, Ava and Shane.

Securities licenses: Series 7, 66

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AZ, CA, CO, DC, NV, NY, NC, OK, OR, SD, TX, VA, WI, WY. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Thompson Wealth Management are not affiliated.


Myra Alport
Director of Client Services

Myra joined Thompson Wealth Management in February 2016 bringing with her 20 years of financial services experience. A Chicago native, Myra graduated with Honors from the University of Illinois-Urbana with a B.S. in Consumer Economics. Her primary duties at Thompson Wealth Management include client services, account operations, compliance support and office management.

Away from the office, Myra is a dog and fitness enthusiast with a passion for music, yoga and theater. She also volunteers with PBS and an ever-growing number of Valley arts groups.

Securities Licenses: Series 65, 6, 63.

Myra Alport, Director of Client Services

Copyright © 2017 Thompson Wealth Management. All Rights Reserved.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of AZ, CA, CO, ID, IL, MA, NV, NY, NC, OK, OR, TX, VA, WI, WY. Investment Advisor Representative,Cambridge Investment Research Advisors, Inc.,a Registered Investment Advisor Cambridge and Thompson Wealth Management are not affiliated.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Designed By YourDesignGuys.com