A comprehensive
plan for
your financial well-being

Your Personal CFO We strive to make work optional

Working with a select group of clients, Thompson Investment Partners provides integrated, strategic advice targeted to your specific vision of the future. When you engage Bob Thompson as your wealth advocate, you can count on:

  • Award-winning portfolio management
  • Holistic, consultative wealth planning
  • Systemized, process-driven approach
  • Scientific insight into financial markets

Also get the benefit of Thompson Investment Partners' exceptional network of leading-edge experts who can guide you towards financial success and security.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.