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Thomson C. Chew Wealth Managment

1865 N Rd
Waterloo, NY 13165
(585) 298-6984
OVERVIEW

Serving individuals and business owners to help simplify and organize financial health, expand knowledge, and foster good financial habits. Thomson provides comprehensive wealth building and wealth management services to clients. He works with younger clients that want to implement a plan, and experienced clients looking for a full suite of portfolio advice and personalized income planning. Thomson began his career in the corporate financial industry and transitioned to an independent advisor to honor the fiduciary standard. Thomson places his clients’ best interest at the forefront and views each relationship as a partnership to achieve personal and financial goals. His comprehensive approach to financial management is designed to coordinate investment, insurance, education, retirement and tax planning strategies into one financial plan; to grow, distribute and transfer assets, while mitigating financial risks.

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