Bruce P. Thompson


Investment Counsel and Founder

@ Work 

With over thirty years of experience, Bruce has earned a reputation for careful financial stewardship, innovative thinking, and for his commitment to clients. He manages TWM Monument Partners, LLC, which provides seed capital for early stage companies. Prior to starting TWM in 1991, Bruce was Vice President of Investments with Smith Barney, and Vice President with Dean Witter Reynolds, now Morgan Stanley. He worked as Account Executive at EF Hutton and as financial planner at IDS American Express. 

@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.”    

@ School

Bruce graduated from Nichols School and Syracuse University Maxwell School of Citizenship & Public Affairs.  While studying at London School of Economics, he perceived the deregulation and socio-economic trends that would spark the financial services revolution that led him to Wall Street. Nurmerous courses of professional education include the certificate program in Quantitative Portfolio Management, Harvard University Extension School. 

@ Home

In life, as with investing, Bruce's philosophy embraces balance.  Residing in Sudbury, MA, with his wife and two children, he is involved in many charitable and cultural pursuits and has enjoyed lifelong involvement with athletics -- tennis, rowing, hockey, golf, squash and alpine and Nordic skiing.  Bruce is a competitive cyclist and has raced in two US National Masters Championships. He is a member of the Financial Planning Association and the Investment Management Consultants Association.  




About Us



Contact Us

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

Parking Instructions

Social Media: