Thompson Wealth Advisors, LLC
Thompson Wealth Advisors is an advisory firm that comprehensively examines all aspects of our clients’ lives to offer the most practical approach to financial and wealth management. We work with our clients to assist them in achieving their financial and life goals. We realize that all clients and client financial situations are unique. We also realize that the current environment in the world of financial philosophies can create confusion and apprehension which can be debilitating to clients. Therefore, we work to educate our clients, increase client wealth, protect that wealth, increase financial flexibility and options, and ultimately create a peace of mind.
Our philosophy is to know the whole client, what is important to them, and the things that they are trying to accomplish. We understand the interdependent nature of financial decisions and how they affect multiple areas of our clients’ lives. We also understand that the financial decisions that our clients make are not solely financially motivated, but are important factors in their desire to live a fulfilled life. Thompson Wealth Advisors recognize the complexities surrounding the myriad of financial decisions available to clients. We work to provide clarity, erase confusion, and decrease the stress related to these decisions. OUR SERVICES Our services integrate multiple areas of our clients’ financial lives. We are comprehensive in our approach in order to best serve the needs of our clients and to create outcomes that are in line with their expectations and goals. Financial Planning The first step to success is preparing a road map for our clients that encompasses their life goals and defines their idea of success. Thompson Wealth Advisors work with clients to create unique and customized financial plans that serve as a foundation in which to build financial success. Investment Management Investment strategies must be consistent with clients’ goals, risk tolerance, and time horizons. Thompson Wealth Advisors work with clients to grow wealth and protect that wealth during all market cycles. Risk Management and Insurance The protection of wealth is always at the forefront of our approach with clients. Thompson Wealth Advisors work to provide solutions that maximize the protection of our clients’ assets and income for enjoyment today, while also seeking to efficiently transfer wealth to future generations.
Address: 1880 Lakeland Drive, Suite C, Jackson, MS 39216, USA
Phone: +1 769 257 0010
FAX: +1 888 688 7375
