Helping You Pursue True Wealth

True Wealth is more than just money. It’s the freedom to travel. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.

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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We’re different. Let’s talk.
MEET HUMPHREY
Humphrey G. Thomas, CEP®, CDFA™, ChFEBC , AAMS®, PPC®

About HG THOMAS WEALTH MANAGEMENT

Your Retirement Planning Specialist

Financial & Investment Services

No matter where you are in the stages of retirement planning, I can help. Is your retirement 20 years in the future? Let’s start planning today!

Divorce Financial Planning

My experience is what motivated me to use my platform to help others through such a difficult time.

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 • Investment • Taxes • Insurance • Estate Divorce • College

* 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.

HUMPHREY G. THOMAS has been featured in

Humphrey G. Thomas, CDFA™, ChFEBC℠, AAMS®

Retirement Doesn’t Have to be Intimidating

Many people put off retirement planning because they are intimidated by the process and scared that they won’t have the retirement they’ve dreamed of. That doesn’t have to be you!

I am here to serve you.

No matter where you are in planning for retirement, I am here for you. I have the education and credentials to help you plan, but there is something else that sets me apart – my passion.

I’ve met too many people who retired and didn’t maximize their funds and benefits because they didn’t understand the process. Education is my number one goal with each client. In fact, I created a proprietary 9-step plan that will help you retire with confidence.

Is it Too Late?

I wish I could tell you how many times I’ve been asked that question.

Let’s be honest.

It’s undeniably true that the earlier you begin to plan, the better. But that doesn’t mean you’re out of options. Instead of wasting time on “if only…” we will begin building a better future starting now. It’s never too late to make a positive difference for your future.

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Here are five reasons that I am the best person to help you plan for the future:

Our Team Members

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Humphrey Thomas

CEO & Founder

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Sara Najera

Director of client relations

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Ana Salinas

Administrative assistant