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Wealth Management & Advanced Planning

As the U.S. tax code continues to grow in complexity (it is now well beyond 80,000 pages and counting), the trusted Tax Professionals’ need for a world-class team that specializes in various aspects of the code becomes more of a necessity than an option.  Acting as an extended brain-trust for the top CPA Firms and Law Firms throughout the country, TWA Consulting has built and refined a TEAM of America’s very best and most forward thinking income & estate tax specialists and financial solution providers.  This TEAM includes:  Actuaries, Third Party Administrators, Plan Design Specialists, Solution Providers, Medical Underwriters, and ERISA Attorneys, just to name a few.

As affluent business owners and high net worth families demand MORE from their trusted advisors, TWA empowers those advisors by supercharging their existing business models; enabling them to deliver a world class experience (The TWA Experience) to their most important clients without the risk of a 3rd party referral.


TWA open platform 

TWA operates on top of a PROPRIETARY PLATFORM that has revolutionized professional collaboration and the process of identifying as well as delivering optimal solutions to affluent end-user clients.  This platform enables leading CPAs, Attorneys, Bankers, Financial Advisors, Solution Providers and Specialists to collaborate efficiently and effectively behind the scenes in order to deliver the very best answers to the affluent clients they serve.  This is an OPEN PLATFORM where the independent solution providers and specialists are reviewed on a quarterly basis by TWA to ensure that they are the best in the country in their specific specialty.  Our commitment is to provide access to the very best TEAM in the country, and that means we cannot be tied to any of the providers with whom we work.

Schedule your complimentary 60 minute "Discovery Meeting" today to see if we can help you build your "firm of the future".
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Thompson Wealth Advisors
Scott Thompson, CSRP
Business & Estate Consultant


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