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Our Company

Meet Your Team

Here at Thompson Wealth Management, we believe you deserve the financial freedom and peace of mind to focus on the things in life more important than money. Our goal is simple: to provide you with the best opportunity to achieve your financial goals.

  • Neal Thompson, AIF

    President & Advisor

    Neal Thompson is the founder of Thompson Wealth Management. 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.

    Neal is recognized as one of the premier retirement planning advisors for the federal employee community. Since 2009 Neal has specialized in the financial and retirement planning needs of federal employees and conducted countless FERS and CSRS retirement workshops.

  • Tiffany Moerke

    Director of Client Services

    Tiffany joined Thompson Wealth in 2019 and has been in the finance industry for over four years, with an expertise in customer support and communication. Her dedication throughout her career has ignited her role as the Client Service Associate, where she takes pride in going above and beyond for clients and assisting with day to day office functions.

    Tiffany has spent the past nine years in Texas where she received her Bachelor’s degree in Communications with an emphasis on Advertising at the University of Houston. She recently relocated to the Phoenix area, where she enjoys the sounds of great live music, biking, and seeking adventure outdoors.

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

You Come First

Our mission is simple: to provide you the best opportunity to achieve your financial goals, so you focus on the things in life more important than money.

TWM-NPS

Of the clients we surveyed in 2018*, 100% said they would likely recommend Neal to a friend or colleague.

Let us simplify the complex.

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.

*Results based off 20 respondents surveyed in July 2018.