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We have ranked in Arizona's Top 10 Independent Investment Advisors for the past 7 consecutive years, including #1 for 2020.

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When it comes to your finances, you have questions. We have answers. Let us simplify the complex.

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We Empower Financial Independence.

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What We Do

Imagine being confident about every financial decision you make.
We know it sounds crazy, but that’s where we come in.

Plan + Invest

Lifetime Wealth Process™
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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.

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If you're retired or close to retiring, we'd love to connect with you.

Our Recent Awards

Ranking Arizona

Independent Investment Advisors | 2022

Ranking Arizona

Independent Investment Advisors | 2021

Ranking Arizona

Independent Investment Advisors | 2020

Ranking Arizona

Independent Investment Advisors | 2019

Ranking Arizona

Independent Investment Advisors | 2018

Ranking Arizona

Independent Investment Advisors | 2017

Ranking Arizona

Independent Investment Advisors | 2016

Ranking Arizona

Independent Investment Advisors | 2015

Ranking Arizona

Independent Investment Advisors | 2014

Ranking Arizona

Investment Brokers | 2013

“We believe you deserve the financial freedom and peace of mind to focus on the things in life far more important than money.”

Umair Malick

Start Planning Your Future

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

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Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.

(480) 305-2038
Call to our office at any time
invest@twmplan.com
Our support team
                                 
16430 N Scottsdale Rd
Suite 150, Scottsdale, AZ 85254
8:00a - 4:30p
Monday to Friday

Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.

About TWM

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© 2024 Thompson Wealth Management

Securities and Advisory Services offered through Harbour Investments, Inc. Member FINRA /SIPC. Securities licensed in AZ, CA, CO, GA, ID, IL, IN, MN, NM, NV, NY, OH, OR, TX, UT, WI, WY. Check out the background of firms and investment professionals on FINRA’s Broker Check.

Ranking Arizona is the outcome of the largest business opinion poll in Arizona. Each category is selected by the staff of AZ Big Media for the general public to vote on and are based upon business and leisure activities of Arizona’s business professionals. Recognition not based on Investment Performance.