Sign in
Sign in
TEAM

Meet your financial specialists.

Joseph Thompson

Wealth Advisor

As a Wealth Advisor, Joe helps successful individuals and families manage their financial lives and the complexities that are a part of it. He brings an analytical curiosity to every planning question, allowing him to provide tailored advice to clients that covers all aspects of their wealth strategy: portfolio construction and monitoring, tax planning, philanthropic strategies, and estate planning.

Prior to joining SWP, Joe was a Financial Advisor at Prime Financial Services. In this role, he developed financial plans for families that emphasized the role of tax and retirement income planning.

Joe holds a Bachelor’s degree in Economics from the University of Wisconsin-Milwaukee. Today, he leverages both his passion for math and economics to build customized financial plans that can drive clients toward their long-term goals.

Outside of the office, you can find Joe next to a BBQ smoker or exploring local hiking trails. This interest in hiking and the great outdoors is what led him to ESG investing — a strategy that he incorporates in his own investment portfolio and something he enjoys helping clients implement as well, when desired.

Education

BA in Economics, University of Wisconsin-Milwaukee

Office Location

Milwaukee, WI

Office Location

Milwaukee, WI

Related

Financial Planning
Strategies for Effective Tax Planning
Tax planning may not be the most exciting part of creating a financial plan. But if you want to keep more of your money in your pocket, active tax management is critical. For instance, let’s say you’re planning on selling your business. While negotiating a good price is important, so is structuring a tax-efficient way to receive the proceeds. Investing these assets strategically post-sale can, in turn, help minimize taxes as you draw down the funds over the years. At SWP, we believe that active tax management should play a central role in any financial plan. In this article, we’ll outline the key strategies involved in implementing appropriate and effective tax management.
Read More
Financial Planning
The Power of Giving Now
When we reflect on what to do with our wealth as we grow older, we tend to first think about where our money will go after we pass. Recently though, more and more people are shifting their perspective on passing down their wealth from an inheritance-focused view to a more immediate, experience-focused one. Instead of saving every available dollar for their estate, people are using some of those assets to fund unforgettable family vacations, meaningful experiences with friends, and other memories that last a lifetime. People are also investing in their loved one’s lives while living, offering to contribute more to wedding costs, housing down payments, and business funding.
Read More
Financial Planning
Exit Your Business in Style: 5 Steps to Financial Freedom for Business Owners
Running a successful business takes a considerable amount of time and effort, and it can leave business owners without much of an opportunity to think about an eventual exit. However, a well-crafted exit strategy can make for a smooth sale or handover of the business, and it can also help ensure that you move forward to the next chapter in your life with the financial security you’ve worked so hard to build. In this article, we will discuss the 5 steps that can help you exit your business in style.
Read More