Our value – addressing complex needs Your personal CFO

At Thompson Investment Partners, we have a complete understanding of the challenges you face.

We help our clients make smart decisions so that they can spend more time doing what they love. We truly believe that retirement is not an age, but rather the time when you can do what you want to do.

With our team of specialists, we uncover what’s most important to you. Then we work together to help set and achieve financial goals for every stage of your life.

Holistic Wealth Management

We adhere to a results-oriented wealth planning process that ensures a disciplined approach to enhancing your wealth.

Our total wealth solutions approach looks at your entire life and all its moving pieces to incorporate investment management, financial planning, estate and trust services, insurance solutions, tax solutions, and charitable giving strategies based on your unique circumstances and wishes.