Thompson Wealth Management, Ltd.

Financial ServicesMassachusetts, United States11-50 Employees

Welcome to Thompson Wealth Management, Ltd., an independent, SEC registered investment counseling firm located in Concord, MA. Known for careful yet innovative stewardship of clients' financial futures, TWM's best practices have been shaped by the experience and convictions of our principals since 1991. The articulation of these values throughout our website (www.twmltd.com) serves as both compass and map to our firm and its clients.

TWM is focused on serving a limited number of clients with a high degree of touch. New clients by referral only.

TWM offers comprehensive investment and wealth management services to private clients who recognize the important role that professional guidance and a cohesive strategy play in the pursuit of financial stability and independence. 

Our overarching role is to help clients adopt a sound, intelligent framework for making financial decisions and staying on track toward life’s important goals. Advice is always based on clients' individual planning needs and financial strategies are custom in nature. Clients can expect risk exposure to be aligned with their objectives and time frame, and tax strategies developed to reflect their individual circumstances. Assets are managed individually and not as pooled funds or farmed out to third-party money managers. Our low client-to-adviser ratio ensures that each client will always have direct speaking access to the person conducting your investments.

Sign up for free to view info

Email Format Employee directory