Ready to Build what matters most? A future...
Please Hit The Play Button To Listen To This Special Message From Our TWM Team Member Shayna Malcolm.
Are You Ready For The Next Step?
At Thompson Wealth Management, our goal is to help you make the right decisions for your financial future. The first step is to complete a Financial Investment Questionnaire...what we call your Financial IQ.
This information will assist us in making sound recommendations to you with confidence.
Your detailed responses will provide us with a valuable snapshot of your current financial situation, enabling us to tailor our responses to your questions and potential services to your specific requirements.
If you have not completed the IQ, please click the Start Now! button below and complete the questionnaire as best you can. If you are just starting out, it is okay. Let us know that as well. Upon receiving your completed questionnaire, we will be delighted to schedule a complimentary initial consultation at a time that suits you. We want to reassure you that the personal and financial information you submit is treated with the utmost confidentiality, regardless of whether you decide to become a client. Your privacy is of paramount importance to us.
Should you have any questions or require further assistance in completing the IQ, please go ahead and schedule with Shayna below. We would rather you schedule an appointment with or without the questionnaire than to be perplexed. Either way, we look forward to seeing you soon!
Schedule Your Next Step Call Today
Live Your Best Life Now.
Creating a life map involves a close review of your personal finances and an assessment of other building blocks.
Plan For The Future.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after transition.
Be Prepared.
A sound strategy can help protect your family from the financial consequences of an unexpected event. A strategy can include having adequate insurance coverage, a real estate portfolio, and properly structured tax shelters.
Meet Shayna Malcolm
Shayna serves as the Associate Wealth Manager and oversees Client & Office Management for Thompson Wealth Management (TWM). TWM was formed in 2005 offering a broad range of financial planning and investment management services to individuals, corporations, and organizations. TWM holds the following securities registrations: Series 6, 7, 63, 65 and 24 as well as Life/Health/Disability Insurance licenses. TWM also provides services in the area of budgeting, debt elimination, taxes, medicare, estate planning, and real estate.
Shayna is a licensed associate advisor monitoring each client portfolio, budget audits and management, client projects and services. She assists clients with launching their journey with the TWM Family and guides them every step of the way throughout the onboarding process. In addition to her main role, Shayna maintains and oversees office administration.
We will help you build it and protect it.
The Total Wealth Management System - Helping you learn a smarter way to manage your money.
Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. With your retirement in mind, we offer a comprehensive approach that helps you build, grow, and maintain wealth.
We believe every person deserves access to sound, informed advice. Regardless of your situation, we're ready to help grow and protect your future. What matters to you, matters to us.
We founded our company on the principles of putting our client first. Our goal is to show our clients every day that their financial goals and values come first. We’re in the business of building long term, solid relationships that are based upon trust and quality client service. We want to become your trusted financial advisor for life.
George B. Thompson - Founder & President
We want to become your trusted financial advisor for life.
Our team is staffed by skilled professionals with years of market experience under their belts. We take a “hands on” approach to investment planning that prioritizes getting to know our clients and learning about their dreams, goals, and values. We believe that one of the major benefits of working with an independent wealth manager is that we build strategies and portfolios that are designed to fit you perfectly, instead of fitting you into pre-packaged investments. At every step of the financial planning process, we are dedicated to providing the sound guidance, expertise and customer care that our clients have learned to expect from us.
100%
World Class Client Satisfaction
© 2022 Thompson Wealth Management - All Rights Reserved.
Contact
concierge@thompsonwm.com
310) 319-5353