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

Don’t Let “What If” Become “What Now?”

It's estimated that as many as 7 in 10 Americans age 65 and older will need some type of long-term care.³ This complimentary guide can help you understand possible costs and solutions, including:

  • Strategies to help protect your potential caregiver from financial burden
  • Estimated increases in long-term care costs
  • The true impact of long-term care
long-term-care-stacked
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By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

³Barbara Marquand. NerdWallet. July 7, 2023. “Long-Term Care Insurance Explained.”
https://www.nerdwallet.com/blog/insurance/long-term-care-insurance/
Accessed March 4, 2024.

RICP

How an RICP® Helps You

Earning the Retirement Income Certified Professional® designation requires meeting rigorous standards, but what do those letters actually mean for your financial security? It means you have a partner who has sworn to act in your best interest and possesses the specialized skills to make your money last as long as you do.

Here is how an RICP® directly benefits your retirement plan:

  • Income Security: We don't just help you save; we are specifically trained to turn those savings into a sustainable paycheck that lasts throughout your entire retirement.
  • Comprehensive Toolset: You get access to a broader range of solutions. We effectively navigate annuities, Social Security timing, tax-efficient withdrawal strategies, legacy planning and more to find what works for you.
  • Personalized Flexibility: No two retirements look the same. Whether utilizing bond ladders, bucket strategies or systematic withdrawals, we can build a custom plan that adapts to your unique life and goals.

At Wealth Partners, we combine this prestigious designation with decades of experience to help guide you to your dream retirement.

Why Choose Us

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?