Who We Help

FINANCIAL PLANNING FOR

Where You Are Now and Where You’re Going

Our Approach: The firm does not define itself around a single industry niche. Instead, we organize around financial situations and life stages.

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OUR

Clients

  • People approaching retirement

  • Retirees

  • Executives and professionals

  • Business owners

  • Families

  • People facing a major life transition

LIFE

Transitions

  • Moving

  • Having a baby

  • Leaving a job

  • Retiring

  • Selling a business

  • Receiving an inheritance

SECOND OPINIONS

People who are unsure whether their current financial strategy still makes sense can explore S.O.S. Second Opinion Services.

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Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Thompson Pratt Capital Management and Arkadios are not affiliated through any ownership.

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