THOMPSON WEALTH MANAGEMENT, INC.

Overview

Thompson Wealth Management, Inc. is a small, privately owned advisory corporation that centers its practice on discretionary portfolio management paired with financial planning and client education. The firm offers fee arrangements that include hourly, subscription and fixed fees rather than a traditional asset-based advisory fee, and it supplements client work with publications and educational seminars. Regulatory filings indicate the adviser is not an active ESG investor and is not set up as a multi-state or pension consultant adviser. Investment activity is carried out primarily on a discretionary basis, and the firm relies on outside managers for selected alternative exposures. Industry affiliations listed alongside the firm include relationships with another investment adviser, an insurance company and a real estate broker, which suggests access to insurance-based solutions and real estate deal flow through affiliated channels.

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