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.

Learn how we can help

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.

Meet Wealth Partners
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Instant Download

Wondering How to Uncover Potential Tax Savings?

Download this 12-page guide to explore strategies that could help optimize taxes on your retirement income. You’ll learn:

  • How proper planning can help you manage the taxation of Social Security benefits
  • Why strategically draining taxable income from brackets with elevated tax rates can provide immediate tax savings
  • Ways donor-advised funds allow you to avoid capital gains taxes
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Why Choose Us

Not only have we been helping clients navigate retirement since 1977, but we are committed to transparency and trust.

Unbiased Guidance

Your needs are at the forefront of all we do. Plus, we partner with attorneys, accountants and other professionals to offer a well-rounded financial picture.

Wide Product Selection

As an independent firm, we have access to a wide selection of financial products, rather than being limited to one big-box company’s suite of products.

Time-Tested Experience

Through bull markets and stock market dips — and recessions — we’ve helped our clients stay on track through a wide range of economic conditions.

Do you know your risk tolerance?

30
45
60

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.

Get My Risk Number

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?