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.

The shape of things to come

The COVID-19 economic damage should diminish greatly through 2021, while confidence in a return to a recognizable social and business landscape will likely grow. As GDP regains its pre-pandemic peak and corporate earnings recover further, we expect equities could provide attractive all-in returns in 2021, and probably for 2022 as well. Read the full economic outlook in the Global Insight 2021 Outlook.

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

The road ahead for investors

As we come to the end of a year unlike any other in memory, 2021 should bring a change in the narrative. Challenges certainly remain, but with the start of a new economic and investment era before us, we look at what investors can expect in 2021.

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.