Thomas Wealth Management

Information may not be reliable

Objective Advice From Independent Professionals

Life is not static, and your financial plan shouldnt be either. It needs to be flexible enough to meet unexpected challenges, but disciplined enough to maintain a long-term vision that encompasses all of your financial goals. As an independent advisory firm, we are not influenced by an investment banking arm, sales contests or incentive trips and vacations. Our research and advice is on your behalf.
Our advice spans a broad range of financial issues:

Portfolio policy, construction and rebalancing
Retirement fund accumulation and withdrawal

Funding college and/or other major expenses
Estate planning and trust management
Wealth preservation strategies
Business financial consulting - employee retirement plans and business financing

If we agree to work together, Thomas Wealth Management will meet or exceed the level of service provided by your current advisor; meet or exceed the investment selection offered by your current advisor, and meet or reduce your current level of paid commissions, fees and/or charges. If we do not, we will absorb the cost, if any, of transferring your account back to your previous advisor or to the advisor of your choice.

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900 Hendersonville Road - Suite 302

Phone 828-274-4002 Fax 828-277-3476

Securities cleared and accounts held through Pershing, LLC.- a Bank of New York Mellon Company
THE BANK OF NEW YORK MELLON

Securities offered through Delta Equity Services Corporation
529 Main Street - Bolton, MA 01740
Member FINRA, SIPC