Experience Makes all the difference
"The art of conversation lies in listening." --Malcom Forbes
At Thompson Harris Wang Wealth Management, listening forms the foundation of our relationship. We enjoy learning about our clients, their families and what is important to them. We endeavor to attain a deep understanding of their financial goals, businesses and professions. We understand that every client situation is unique and believe that an in-depth and on-going conversation ultimately leads to collaboration and a successful outcome.
Our clients believe quality experience matters. Our team has a combined 60+ years of unique high-quality experience that we focus when crafting smart custom solutions. We take pride in our ability to innovate.
Whether it is helping you grow your business, estate planning, leaving a legacy or achieving a successful retirement, Thompson Harris Wang Wealth Management is all-in helping you reach your goals.
If it matters to you, it is important to us.
Let's make it happen.
Kevin James Wang, CFP® CEPA®
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Portfolio Manager
Certified Exit Planning Advisor (CEPA®)
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208-947-2015
Nicholas Harris, CEPA®
Financial Advisor
Portfolio Manager
Certified Exit Planning Advisor (CEPA®)
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208-947-2007