Pete Thompson Wealth Management is an independent financial planning practice that operates in affiliation with Raymond James Financial Services. The firm, led by Pete Thompson, a CERTIFIED FINANCIAL PLANNER™ professional, focuses on providing personalized wealth management services to individuals, families, and business owners. Their mission is to offer the sophisticated resources of a large multinational financial services company while maintaining the intimate, client-focused approach of a small, independent practice. Services include financial planning, retirement planning, investment management, and estate planning.

Founded in

United States