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
has been featured in
HG THOMAS WEALTH MANAGEMENT:
HELPING CLIENTS INVEST WITH CONFIDENCE
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.
* 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.
Here are five reasons that I am the best person to help you plan for the future:
- As an Independent Financial Advisor, I’m unbiased. I won’t push you toward one particular brand or service. Instead, we’ll assess all of your options and you’ll have the final say in what you want to do.
- Educating my clients is my number one goal. English is actually my third language, so I know what it’s like not to understand. How can you make the best retirement decision if you don’t even understand the options? I will break down complex financial terms to plain language so you feel confident.
- I genuinely care. My clients don’t just come in one day for a couple of hours and walk out with a retirement plan. I invest time with each person I work with, and I’ll always be here to help if your situation changes.
- Learning should never end. You might notice that my name has a lot of acronyms after it. I earned my degree in the Netherlands and haven’t stopped educating myself since. Each credential I’ve earned means hours of studying and tests to ensure that I can help you make the best financial decisions in a few niche areas.
- My Proprietary System was designed with you in mind. A nine-step process may seem like a lot, but it ensures that we assess every angle and every contingency.
Our Team Members
Humphrey Thomas
CEO & Founder
Sara Najera
Director of client relations
Ana Salinas
Administrative assistant