GUIDING YOU THROUGH YOUR FINANCIAL JOURNEY
CLARITY, CONFIDENCE, AND
FIDUCIARY ADVICE YOU CAN TRUST.
“...Patrick has been my nancial advisor for over 15 years. His honesty, collaboration, communication, and strategic vision have consistently driven my portfolio to new heights”
- Jeff S.
“...Patrick has managed my investments for years, always listening to my goals and concerns. He is thoughtful, strategic, and a trusted partner I highly recommend!”
- Elizabeth L.
“...Laser-focused on my ambitions and nancial success, Patrick took the time to understand my business goals, investment style, and vision for retirement. Thanks to his guidance, my portfolio has exceeded expectations.”
- Kathleen M.
GUIDING YOUR WEALTH
TOWARD YOUR DESTINATION.
I’m Patrick Thompson, your guide to financial clarity. My job is to navigate the terrain, carry the complexity, and help you reach your goals with confidence so you can focus on living the life you’re working hard to build.
Every step we take together is intentional, and every route is carefully planned to move you toward your goals with clarity and confidence.
If you’ve got 20 minutes and want to learn how to find your roadmap to financial success, let’s hop on a call to see if we’re a good fit.
TAX
PLANNING
ESTATE
PLANNING
RETIREMENT
PLANNING
WEALTH
MANAGEMENT
INVESTMENT MANAGEMENT
THE SENTIENT APPROACH
Over the years, I’ve learned that true financial success isn’t achieved by following a generic map—it’s built by charting your own.
The Sentient Approach is the strategy I’ve refined through decades of guiding individuals and families toward their goals. I study the landscape ahead, anticipate the obstacles, and choose the path that guides you to your financial destination.
Together, we’ll navigate changing markets, adjust to life’s terrain, and make confident decisions at every turn. With The Sentient Approach, you’ll never walk the path alone.