Pete Thompson Wealth Management’s mission statement is to assist senior and working Americans as they strive to acquire, accumulate and retain wealth in a tax-efficient manner so they may live in retirement with confidence and dignity.

To accomplish this, Pete Thompson Wealth Management plans from a net perspective to help clients develop a financial strategy they understand and then help them review economic and governmental changes, which could affect their long term goals. The practice specializes in advanced financial, retirement and estate planning* for a clientele of individuals and business owners, helping them to consider inflation and tax strategies to potentially improve their financial future.

Pete Thompson Wealth Management makes a concerted effort to make each client feel special – like one of the family. Our team does it best to serve each client as an individual with specific needs. We are proud of the fact that we can potentially help the client pursue their goals and meet their value expectations.

* Rep is not an attorney. Rep will help review the documents and recommend a local attorney that specializes in Estate planning. Estate planning can involve a complex web of tax rules and regulations. You should consider the counsel of an experienced estate planning professional before implementing any strategy.