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Personal CFO: Comprehensive Wealth Management

A family office, for those not named Rockefeller...

Over a decade ago, Thompson Wealth Management pioneered a new client model in wealth management, the Personal CFO. Designed to provide clients with the kind of comprehensive planning and orchestration that had traditionally been available only to the ultra-wealthy through dedicated family offices, Personal CFO encompasses stewardship of clients’ overall assets, liabilities, risk management and estate planning. Today, the Personal CFO is the financial advisory option selected by many of TWM’s private wealth clients.

Continuous stewardship and seating on the same side of the table

Personal CFO combines asset management with unlimited financial planning and continuous stewardship of a client’s overall financial affairs. Our Personal CFO clients turn to us as a trusted advisor who looks out for their interests in all areas of their lives. From real estate investments to employee stock options, from gifting programs and charitable funds to angel investments and venture capital, clients call us first to help them make informed decisions about what matters to them.

Most important, they know that when problems or opportunities arise and when they are faced with life’s important financial decisions, they can count on us for unbiased, objective advice that is not influenced by commissions or asset management fees. Personal CFO exemplifies our belief that a fee-based model reduces advisory conflicts of interest and promotes unbiased advice.

The Personal CFO service model is economical for clients who face significant financial complexity, and/or those who want ongoing, comprehensive financial orchestration, and seek a relationship built on a foundation of trust and the confidence that their best interest is our only interest.


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