It's not just your money. It's your life.

Dan Thompson, Matt Rittenhouse, Nick Sahm, Dru Sexson, Jenny Forsee, and Rachel Hubbard highlight our team of investment professionals. Together, our group has over 90 years of combined experience with more than $285 million in client assets as of August 2024. Our customized goals based approach to wealth management includes much more than investment management; we consider debt management, cash flow management as well as innovative retirement solutions to round out the foundation of our service platform. The personal, customized strategies that we provide help our clients progress toward meeting or sustaining their financial objectives.

The Thompson Wealth Management Group delivers a client first approach adhering to the highest ethical industry standards. In addition, our affiliation with RBC Wealth Management allows us to deliver a broad range of services beyond investment management without the need to sell proprietary products. Our thoughtful, goal driven methodology utilizes all of our available resources to provide a tailored, premier experience for each client.

Proud to work with a nationally recognized teammate

At The Thompson Wealth Management Group, we are incredibly proud that Financial Advisor, Dan Thompson, has received the AdvisorHub Advisors to Watch award in 2022. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, Beth and Justin!

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.
*If your current life or financial situation has changed, or if you simply have a financial question, feel free to contact us at The Thompson Wealth Management Group.
*To set up a consultation, click on Contact.  
 

Meet the team

Learn more about The Thompson Wealth Management Group.

 

Latest Insights

Businessman shopping

The Fed and its dueling dual mandate

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

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RBC Online Bill Pay

In addition to conveniently accessing your accounts online, you can also sign up for our electronic bill payment service. Eliminate paper checks, stamps, and rushing to the mailbox. Log in to RBC Wealth Management Online today to get started.

Disclosures

The 2022 AdvisorHub “Advisors to Watch” award was announced September 2022. Data as of 12/31/2020 and 12/31/2021 was provided and considered for this award. The ranking recognizes advisors across the country for their quality of practice, professionalism, character and community involvement. Criteria considered included: assets under management, production/revenue, team size and more. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This award is not indicative of this financial advisor’s future performance.

Dan Thompson is currently registered to conduct business with residents of the following states: AZ, CA, CO, DC, FL, GA, IA, IL, IN, KY, MA, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, PA, SC, TN, TX, VI, WA, WI, WY.

Dan Thompson, NMLS # 521891 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.