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Planning Wealth

 

Building Wealth

 

Preserving Wealth

 

Transferring Wealth

Lifelong Investment and Financial Guidance

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 unbiased advice and a customized strategy unique to you. We created Thomson Investment Group to fill this role in your life.

Our team works with experienced professionals, business owners, and retirees. We often work with extended families for multiple generations because we understand the many financial concerns our clients face as they build and preserve their wealth. As an independent firm offering comprehensive wealth management and concierge service, we are by your side, guiding you through every step of your financial journey.

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

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CNBC Personal Finance Interviews Lee Thomson


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What is your Risk Number?

What's 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. 


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