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


Dan Thompson, Matt Rittenhouse, Nick Sahm, Dru Sexson, and Jenny Forsee highlight our team of investment professionals. Together, our group has over 70 years of combined experience and more than $240 million in client assets as of June 2022. 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 Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. 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.  
 

Latest Insights

Man checking stocks on phone

Rally realities

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Read more

Meet the team

Learn more about The Thompson Wealth Management Group.


 

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.