Chase’s goal is to help individuals, families and business owners grow their wealth, reduce taxes and leave a legacy.
Chase is an entrepreneurial financial professional with over 30 years of experience in wealth management, business ownership and real estate investment. As a Certified Exit Planning Advisor (CEPA®) and financial advisor with the Series 7 license since 1994, he specializes in designing customized financial strategies that seek to balance time-tested investment principles with forward-thinking opportunities.
Since 2002, Chase has led Thompson Wealth Group while guiding individuals, families and business owners through complex financial decisions. His expertise includes investment management, tax-efficient wealth strategies and business succession planning, helping clients who seek to preserve and grow their wealth while securing a lasting legacy.
His hands-on experience provides a distinct perspective when advising business owners on exit strategies, acquisitions and sustainable growth. Whether you’re planning for retirement, navigating a business transition, or looking to optimize your wealth, Chase and his team are here to help you build a solid financial future.
