Partnering with you
to map the financial future
you’ve dreamed about
Wherever you want to go in retirement, we build customized retirement
income strategies to help make your dream journey come true.
About Wealth Partners
At Wealth Partners, we believe no two investors are alike. Therefore, to help you reach your financial goals, we base our process on a personalized, client-focused approach using multiple investment strategies.
Founder Mark W. Thompson has served high net worth families, corporations, trusts, foundations and employee pension plans for more than 45 years. With decades of experience, our advice and recommendations are tailored to your investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation.
Why Choose Us
Not only have we been helping clients navigate retirement since 1977, but we are committed to transparency and trust.
Do you know your risk tolerance?
Everyone has a Risk Number — and by answering a few quick questions, we can help you determine yours.
Find out if your current portfolio is aligned with your Risk Number. If not, we can help.
Our Services
We offer services in the following areas to help you pursue your retirement goals.
Put Your Hard-Earned Assets to Work.
- Retirement Income Strategies
- Wealth Management
- Annuities
- Investments
- IRAs
Preserve What Belongs to You.
- Asset Management Strategies
- Life Insurance
- Tax Related Investment Strategies
- Long-Term Care Plans
Provide for the People and Causes You Cherish.
- IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts / Probate / Charitable Giving / Estate Planning / Tax Planning
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Retirement Answers You Should Know...
Can you answer the following questions about your retirement?