| Wells Fargo Advisors

Welcome to Thompson Wealth Management

Since 2003, we have had the privilege of providing investment planning services to individuals, families, and businesses. Our success is rooted in navigating complex financial decisions while molding genuine relationships with our clients and their families.

Our mission is to enhance the quality of our clients’ lives by helping to simplify their financial lives. Quite simply, we aim to help clients achieve Clarity, Confidence, and Structure.

Clarity

Taking the time to listen to your story and finding out what is important to you. By developing knowledge of your priorities and goals, we can begin to anticipate your needs and provide you with custom solutions. It is important that we understand your financial affairs so we can bring fresh and revealing ways to identify often overlooked issues.

Confidence

Helping you understand the financial concepts and strategies that we present to you. We want you to feel comfortable with the decisions that we’ve made and be able to reiterate why that decision was right for you. Ultimately, we want you to know that you’ll have a plan in place and are on track to pursue your life’s goals.

Structure

Having your financial affairs thoughtfully and thoroughly organized by a highly-qualified team of professionals. In every situation, our objective is to embrace finding the right solution for you. Our team will provide detailed analysis and careful consideration for each option that we present to you.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NY, OH, OK, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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