Thompson Wealth Management

EST. AUM
$250,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website thompsonwmnc.com
Client types

Overview

Thompson Wealth Management is a father-son advisory team based in High Point, North Carolina, serving families, business owners, retirees and high-earning professionals nationwide. The practice emphasizes a structured, six-step planning process that organizes clients’ financial lives, aligns portfolios to goals, and prioritizes risk management and principal preservation while pursuing long-term growth. Client relationships are intentionally limited to maintain responsive service and clear communication. Advisory and brokerage services are delivered through &Partners, with Fidelity’s National Financial Services as primary custodian, providing established trading, custody and reporting infrastructure alongside client portals. The result is a comprehensive, steady approach designed to provide clarity through market cycles.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Thompson Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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