What matters most to us is that you achieve financial independence and the time and peace of mind to enjoy it.

Who We Are

Our Team

Our size is intentionally limited,
So you always have access to our team.

Our team is your team.

We are a boutique firm. We don’t advertise and our clients come to us by referral only. We intentionally limit our client base so that each client has direct access to the person managing their money, a crucial distinction when markets fluctuate wildly. Because at TWM, the advisory process doesn’t end when we establish an investment plan for you. And the advisory relationship isn’t limited to an annual, semi-annual or even quarterly review. These are all points on the continuum of service our team provides to you. It’s a good feeling to have a trusted team behind you, always aware and informed of your interests and looking out for you. Your team.

By providing this highly personalized advice and outstanding service, we have earned a reputation for excellence and developed deeply rewarding, fulfilling relationships with clients and their families.

Get to know more about your team:

Bruce P. Thompson Andrew Richardt Carla Cappucci Marianne Thompson



About Us



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Contact Us

30 Monument Square
Suite 101
Concord, MA 01742
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