By working with a select group of clients, we are able to provide a deeper client experience. We work closely with our clients other trusted advisors to ensure a more comprehensive level of service.
At Wealth Partners, we feel that every meeting is an opportunity and every introduction is a potential relationship.
Avoiding losses, especially catastrophic losses is a necessary task in managing your portfolio. There are always opportunities to make more money in the stock market, but once you lose your investment, it makes it that much harder to recover. This is why it is so important that risk management be your primary concern, not returns.
Mark Thompson has been advising clients on investing since 1977. Over 44 years of investment experience through multiple market cycles has given Mark the education he utilizes to provide comprehensive solutions to meet the ever changing financial landscape.
Please call us at 303-790-7443 or contact us through email.