The Thompson Group Core Philosophy

Helping Families Navigate Wealth

Clients’ lifestyle needs, cash-flow requirements, and wealth preservation goals are the foundation of our work. We begin by asking what matters to the families we serve and we never stop asking that question. Our team is structured to respond to the needs of each client before, during, and after all of life’s transitions.

Focus on Consistency

We work with successful individuals and families who have created their wealth through years of hard work and sacrifice. We help these clients preserve, deploy, and diversify that wealth effectively. Our first priority is to help families maintain their lifestyles through varied environments.

As wealth managers, we focus our energies on strategies that deliver consistent, prudent returns. We offer access to preeminent managers across the globe; we regularly assess investment allocations relative to a client’s risk profile and return objectives.

Emphasis on a Balance Approach

We recognize the unique demands of each family. We offer a range of services to promote a lasting impact through a positive transmission of values. Specifically, we work with highly respected professionals who can facilitate constructive dialogue about a family’s vision and coordinate between our clients' other trusted advisors (attorneys and CPAs) to deliver a balanced relationship.

Focus On Individuals, Families and Small Businesses

We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

• Health: Managing healthcare expenses, now and in the future
• Home: Upsizing, downsizing, remodeling or buying a vacation home
• Family: Taking care of your family and other people in your life
• Leisure: Spending your free time in meaningful ways
• Giving: Volunteering, mentoring others and giving to charities
• Work: Working in retirement, selling or starting a business
• Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.