Humphrey G. Thomas
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HG Thomas Wealth Management
Helping clients invest with confidence
You have many options when it comes to choosing a financial advisor. We know you want an experienced advisor you can trust with your hard-earned money. It’s equally important to find someone who takes the time to get to know you, including having a good understanding of both your current financial situation and your plans and goals for the future.
Whether you’re planing ahead for your retirement, currently living in retirement, or have immediate financial goals, HG Thomas Wealth Management can help.
Our valued clients seek us out from around the globe based on referrals from their friends and family. They appreciate our financial acumen as well as our dedication to provide top notch customer service every day.
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MEET HUMPHREY
Humphrey G. Thomas, CEP®, CDFA™, AAMS®, PPC®
About HG Thomas Wealth Management
Not Your Typical Financial Firm
Wide Range of Services
We offer comprehensive solutions on a variety of financial needs. Plan for all life stages.
Retirement Planning • Investment Planning • Tax Planning • Life Insurance Planning • Divorce Planning • Education Planning
* The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Client Relationships
We build close relationships with our clients, providing financial options that address your unique circumstances and goals.
We understand the uncertainty of planning for the future and remain available into that future.
State-of-the-art Tools
We utilize a variety of sophisticated financial planning tools to help address clients’ needs. We also provide video account reviews to update you on your portfolio’s performance.
Independent Firm
We're independent, which means we have the flexibility to offer products from any financial firm, making available solutions that are right for you, rather than for corporate back offices.
Retirement Planning
We've developed a cutting-edge, retirement planning process, a system that examines a variety of factors to create a comprehensive plan for your retirement savings.