FAQ

Yes. As a fiduciary, we put your interests above our own, disclosing fee structure, compensation guidelines, and any other (potential) conflicts that could influence your decision to use our service.

Our fee structure can be found on the Pricing page.

Our services can be found under the Work With Us tab.

We work with affluent individuals and families guiding them to achieve their ideal financial future. We also have a division called Federal Retirement Services that serves the retirement needs of Federal Employees nationwide.

Our holistic approach strives to give you the highest probability of success in achieving your financial goals. Through extensive research and a disciplined strategy, our investment management approach is essential in how we help make your ideal financial future your reality.

We offer our clients two account review meetings each year. In these meetings, we update your “On-Track Scorecard” and cover anything else you’d like to review always keeping your financial goals in mind. For more details, check out The Lifetime Wealth Process™ on our Work With Us page. Additionally, we host quarterly client events and promote a variety of volunteer opportunities and events through a monthly newsletter.

Yes and yes. You will exclusively meet with Neal Thompson, President, for account reviews to discuss investments and financial planning goals. Our team will periodically reach out for account information or other client engagement opportunities that may arise.

Here at TWM you’re not just a client, you’re family. Our job is to empower and equip you with the information and tools you need to hit your financials goals with confidence. Ultimately, we define success by striving to give you the highest probability of achieving financial freedom and peace of mind to focus on the things in life more important than money.