A complete list of active advisors currently associated with Thompson Wealth Management, Inc.

Warmer can help you find a great advisor at Thompson Wealth Management, Inc. or one who fits your needs even better.

Thompson Wealth Management provides financial coaching and consulting to individuals, trusts, estates, pension and profit‑sharing plans, and business entities. Its engagements range from standalone consulting to written coaching packages that address retirement and estate planning, tax and corporate-structure matters, real estate analysis, cost segregation studies, mortgage and debt evaluation, and insurance review. The firm does not provide discretionary portfolio management or ongoing investment advice; it focuses on education, planning deliverables, and client-directed implementation delivered on an hourly, flat‑fee, or annual package basis. Clients who enroll in recurring packages receive periodic communications and educational programming, including weekly market updates and monthly seminars, while one‑time consulting clients generally do not receive ongoing plan reviews unless they request follow‑up services. Noteworthy for a small, supported firm, Thompson combines traditional financial coaching with a heavier emphasis on real estate‑related and tax-structure services and maintains insurance‑producer licensure for activities tied to insurance products. It also relies on subscription‑style annual packages and regular periodicals/seminars rather than percentage‑of‑assets billing or asset management, a mix that differs from the typical adviser model in this peer group.

To learn more about the advisors currently working at Thompson Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.