Who We Are

Bruce P. Thompson



Back

Presdient and Founder

@ha Moment

 Hearing Ted Kennedy say, “The future will outlast all of us, but all of us will live on in the future we make.”

@True Story

Bruce started TWM six months before his wedding on an old Mac computer and Lotus spreadsheets. Upon hearing the plan for TWM, his future father-in-law remarked, "I thought my daughter was marrying a guy with a stable income!" 

@ Work

Bruce's nearly forty-year career reflects a reputation for careful financial stewardship, innovative thinking, commitment to clients, and an evolutionary journey toward establishing a clients first advisory model.  His experience includes positions as Vice President of Investments at Smith Barney, Vice President at Dean Witter Reynolds (now Morgan Stanley), and Account Executive at EF Hutton.  Bruce credits as formative his experience at IDS American Express (now Ameriprise) where he completed the comprehensive financial planning training program which, in 1982, was the first of its kind for the financial planning field.  He has held Series 7 and 65 licenses.    

@ School

Fun fact -- while studying at Syracuse University's Maxwell School of Citizenship, he scored his first real job as a research associate helping to write the fourth volume in the history of the university, where he interviewed prolific alumni such as Jim Brown, and SI Newhouse.  While studying abroad at London School of Economics, he interned with Margaret Thatcher's first campaign for Prime Minister, an experience that helped him perceive the deregulation and socio-economic trends that would spark the financial services revolution and that would ultimately lead him to a career in wealth management.

Professional education includes the Harvard University Extension School Special Studies program in Quantitative Portfolio Management, the Money and Banking program at the American Banking Institute, and courses in financial planning at Boston University and Bentley College. 

Bruce graduated from Nichols School and grew up in Buffalo, NY, which imbued in him, not just an affinity for snow, the Buffalo Bills, and midwestern civility, but also the value of hard work.

@ Home

Bruce resides in Concord, MA with his wife, Marianne. He considers convincing her to marry him and raising their two awesome children, Dylan and Sarah, as his life's greatest achievements.  Bruce's philosophy in life, as with investing, has always been to seek balance, which has led him to an appreciation of arts and culture, but also to play most any sport, none of them particularly well!  He lettered in four different sports in high school, rowed in college, has been a lifelong tennis player, and took up competitive bicycle racing at the age of 40, participating in two US National Masters Championships.  His charitable commitments include serving on the board of uAspire, which provides financial aid counseling to college bound students of need. He is a member of the Financial Planning Association and the Investment Management Consultants Association.  

 

 

 

About Us

PRIVATE CLIENT PORTAL

401K PLANS

Thinking Aloud Blog

In today’s letter we share some perspectives on inflation, and the re...

Contact Us

30 Monument Square
Suite 101
Concord, MA 01742
978-287-5151
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Parking Instructions

Social Media: