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2961 Lakeview Drive Prosper, TX 75078

888.346.2082
info@thomsoninvestmentgroup.com
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Honesty. Trust. Transparency.

Thomson Investment Group believes that when you know the “how” and “why,” you can be empowered by clarity and understanding.

Honesty. Trust. Transparency.

Thomson Investment Group believes that when you know the “how” and “why,” you can be empowered by clarity and understanding.

Honesty. Trust. Transparency.

Thomson Investment Group believes that when you know the “how” and “why,” you can be empowered by clarity and understanding.

Lifelong Investment and Financial Planning

Your wealth is both personal and emotional for you. That is why objectivity and honesty matter. After working hard to build your assets, you need a financial professional you can trust to provide advice and a customized strategy unique to you. We created Thomson Investment Group to fill this role in your life.

We understand the many financial concerns that our clients face as they build and preserve their wealth, and as a result, we often work with business owners, experienced professionals, immediate families and extended families with multiple generations. As an independent firm offering comprehensive wealth management and concierge service, we are by your side every step of your financial journey.

Based in Prosper, Texas, we work with clients in multiple states, and we look forward to building a long-lasting, impactful relationship with you and your family.

Our Firm

We were founded on the belief that investing is a matter of trust. With a commitment to people, we help by offering support based on confidentiality and trust. Our clients are presented with a wide array of investment options and financial strategies that are personalized to their unique goals and needs. We take great pride in the fact they continue to turn to us, year after year, for problem-solving services and independent recommendations.

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"Do something today that your future self will thank you for."

- Sean Patrick Flanery

“I haven’t the faintest idea as to whether stocks will be higher or lower a month or a year from now. What is likely, however, is that the market will move higher, perhaps substaintially so, well before either sentiment or the economy turns up. So if you wait for the robins, spring will be over.”

 - Warren Buffett, 2008

"May you live as long as you want, and never want as long as you live."

- Irish Proverb

Our Services

Your experience working with us should be tailored and customized to your needs. Together, we can discuss your various goals and restrictions, and use them to figure out the options available to get you to where you want to go. We offer a comprehensive array of planning services that encompass your entire financial picture.

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"I can't change the direction of the wind, but I can adjust my sails to always reach my destination."

- Jimmy Dean

"What you do today can improve all your tomorrows."

- Ralph Marston

“If you aren't willing to own a stock for ten years, don't even think about owning it for ten minutes." 

Warren Buffett

Our Process

We are very proud of the time-tested process that we use when we work with our clients. Our disciplined strategy provides vigorous oversight of our client's investments through the utilization of active management techniques. Our strategy and our extensive allocation process are used to enhance returns and minimize risk potential while emphasizing constant communication, honesty, and transparency.

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“Long-range planning does not deal with the future decisions, but with the future of present decisions.”

- Peter Drucker

"It always seems impossible until it's done."

- Nelson Mandela

Who We Are<br/>

Who We Are

We are convenient, personable, and hands-on. We do our best to do everything we can for our clients.

What We Can Do For You?

What We Can Do For You?

We can provide a personalized, thoughtful financial experience that is always tailored to your best interests.

Our Values

Our Values

We strive to treat every client like they are our only client and provide our services with honesty and transparency.

Strategic Partners

Strategic Partners

Successful financial strategies often include the help of professionals specializing in tax, business, estate, and real estate planning. We have a wealth of resources available to our clients.

Our Team

Lee Thomson

Lee Thomson

Founder and CEO, Chief Investment Strategist

888.346.2082

Jordan Fournier

Jordan Fournier

Wealth Advisor

888.346.2082

Jennifer Richter

Jennifer Richter

Chief Operations Officer

888.346.2082

Kendall Elliott

Kendall Elliott

Client Service Specialist

888.346.2082

What is your Risk Number?

Riskalyze is an advanced technology that calculates an investors' risk tolerance. The program is backed by a scientific framework that allows us to see what your risk number is in comparison to your current or proposed portfolio. By taking a 5 minute quiz, we will be able to pinpoint your risk tolerance, which will then help you align your current portfolio with your true investment goals. 

What is your Risk Number?

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