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

Dan Thompson, Matt Rittenhouse, Dru Sexson, and Jenny Forsee highlight our team of investment professionals. Together, our group has over 45 years of combined experience and $100+ million of client assets under management. Our comprehensive, goals based approach to wealth management includes much more than investment management; debt management, cash flow management as well as innovative retirement solutions round out the foundation of our service platform. The personal, customized strategies that we provide our clients help ensure that one can easily monitor their progress toward meeting or sustaining their 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 very broad range of services beyond investment management consulting without the need to sell proprietary products. Our conservative, goal driven methodology utilizes all of our available resources to provide a tailored, premier experience for each client.

Adding value

In a conversation with the head of RBC Global Asset Management’s global equity investment team based in London, we look at how going beyond a company’s financial statements can be the most important source of added investment value. Read the full economic outlook in the latest edition of Global Insight.

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.  
 

Latest Insights

Can equities tolerate higher bond yields?

The spike in yields of late has sent shivers through stock markets. But this rise, if contained, isn’t necessarily bad news for stocks.

Read more

Meet the team

Learn more about The Thompson Wealth Management Group.

 

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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.