718-875-0556

68 Third Street, Brooklyn, NY 11231

Wealth Management

Thompson & Company offers wealth management services for all families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts your interests first.

We uses a relationship-focused approach to understand your goals and concerns. We then use our extensive professional knowledge to build a unique plan tailored to your objectives. We back up our commitment with proven, world-class service. Our reputation for candor and integrity means you can be confident your interests come first.

Investment Management

Your investment plan must be based on how it can help you achieve your present and future goals. Investments are not an end in themselves; they are a means to an end, which you will define with our help. We can:

Measure your risk tolerance
Define your investment opportunities, both personal and tax-qualified
Recommend an appropriate asset allocation
Prepare a personal Investment Policy Statement
Recommend specific investments that will implement the Investment Policy Statement
Regularly review the performance of selected investments
Modify the strategy as needed

Through multiple meetings, we can help you set out objectives for your wealth and the types of risks you are comfortable taking. We also can explain in common English the strengths and weaknesses of different strategies. Once we determine the strategy with which you're most comfortable, we will document our understanding in an investment policy statement.

Financial & Retirement Planning

Where do you want your wealth to take you? Will you be financially independent when you retire?

Creating and maintaining a solid financial plan involves several steps:

1. Establishing goals

2. Gathering data

3. Analyzing and evaluating your financial status

4. Developing and implementing a plan

5. Monitoring and adjusting as necessary

Your advisors will work with you to determine your future needs. Together, you and your advisor will project and plan for various scenarios, taking into account the following:

Current assets
Planned savings
Realistic returns on investments
Inflation
Other sources of income
Current and future expenditures for fixed obligations and variable costs

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Accounting & Tax

Whether your business is a start-up, well-established, or in between, wouldn’t you rather have taxes off your plate, so you can focus on other things, like growing your business?

Wealth Management

We uses a relationship-focused approach to understand your goals and concerns. We then use our extensive professional knowledge to build a unique plan tailored to your objectives.

Partnership Program

We at Thompson & Company / TaxPros provide a turnkey business development system that puts our partners on the Roadmap for Success.

Roadmap for Success

Whether your firm is a tax-exempt or for-profit organization, we deliver knowledgeable, prompt, reliable outsourced accounting services. When you need us, just contact us.

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5 Tax Saving Tips

With these tips, you can feel more confident about your tax returns and make better decisions about your finances. Remember to stay informed and stay ahead of your tax planning throughout the year.

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Passive Crypto Profits

Passive crypto profits refer to a strategy in which an investor earns money by holding cryptocurrency without actively trading it. This can be done through different methods, such as staking, mining, or lending.