The Thompson Wealth Management Group, based in San Diego, CA, is a second-generation team of experienced financial advisors who provide comprehensive wealth management and investment guidance to families. With over 40 years of experience, they offer personalized and disciplined strategies for wealth planning and asset allocation, positioning clients to take advantage of potential market opportunities. Recognized for their professionalism and credibility, they are committed to building long-lasting relationships and providing trusted investment guidance.
The team, led by Senior Vice Presidents Earl B. Thompson and Bryan Thompson, manages over $1 billion in client assets and has been recognized by Forbes for their excellence in wealth management. They offer holistic services tailored to the needs of high-net-worth individuals, families, and business owners, bridging investments, liability management, and financial planning capabilities. With a focus on quality client service, they strive to be the primary source of financial advice for their clients.
Generated from the website