YOUR MONEY HAS A PURPOSE.
Thompson Pratt Capital Management helps individuals, families, executives, business owners and retirees make informed financial decisions through personalized investment management, retirement planning, income planning, tax strategies, insurance planning and comprehensive financial planning in Charlotte, North Carolina.
ASKING THE RIGHT QUESTIONS TO
Financial planning starts with listening—not selling. We work to understand where you are, where you want to go and what your money needs to accomplish.
Personal relationships, accessibility, responsiveness, customized strategies, straightforward communication and deep insurance experience.
OUR CORE
Connect to what your money is supposed to accomplish
Creating a strategy to support future expenses
Considerations affecting your financial decisions
Protection strategies for long-term solutions
Turning your wealth into your next chapter
Providing framework to help you make decisions
Fitting claiming decisions with other income sources
Identify and strategize on meaningful asset protection
FAQS
What does a financial advisor do?
A financial advisor helps you make informed decisions about your money based on your goals, priorities and overall financial situation. That can include investment management, retirement planning, income planning, tax strategies, insurance, Social Security and other financial decisions. At Thompson Pratt Capital Management, the focus is on understanding what your money needs to accomplish and creating a strategy around those goals.
What is financial planning?
Financial planning can bring together multiple areas of your financial life, including investments, retirement, income, taxes, insurance and risk management. Rather than looking at each decision in isolation, the goal is to create a framework that helps connect those decisions to your broader financial goals.
Is financial planning only for people who are close to retirement?
No. Financial planning can be useful at many stages of life. Younger individuals may focus on building wealth and establishing good financial habits, while those approaching retirement may focus more on income, taxes, Social Security and protecting the assets they’ve accumulated.
How often should I review my financial plan?
Your financial plan should evolve as your life changes. Major events such as a career change, marriage, divorce, inheritance, business transition, approaching retirement or a significant change in your financial goals may be good reasons to revisit your strategy. Even without a major life event, periodic reviews can help ensure your plan remains aligned with your goals.
What should I bring to my first meeting?
You don’t need to have everything perfectly organized. Helpful information may include statements for investment and retirement accounts, Social Security estimates, insurance policies, income information and a general idea of your financial goals. Most importantly, come prepared to talk about what you want your money to accomplish.
How do I get started?
The first step is simply a conversation. Tell us where you are, where you want to go and what questions you have about your financial future. From there, we can determine what areas of your financial strategy may deserve a closer look.
