Planning Today for Peace of Mind Tomorrow

Managing your finances shouldn’t feel overwhelming. We have learned through decades of experience and countless conversations that strong advice and thoughtful planning can lead to confidence and peace of mind.

Our approach starts with relationships—understanding what matters most to you so that we can build a plan that is the best fit for you.

What We Do

We help you navigate life’s financial decisions, helping you feel informed and secure every step of the way. Our services include:

  • Retirement Planning – Designing a roadmap for the life you want. We model out future possibilities and inform you where we believe changes may be needed.
  • Investment Management – We implement investment strategies and custom portfolios that are tailored to your goals, leveraging the investment expertise of Davenport Asset Management.
  • Tax-Aware Strategies – We are keenly aware of taxes, and when appropriate, we employ tax advantaged accounts and structures so that clients can keep more of what they earn.
  • Estate Planning – A lifetime of savings often means leaving a legacy. We work with clients and their attorneys to structure their assets in a way that helps protect loved ones and honors their wishes.

Every plan is personalized and backed by an experienced team focused on your success.

Bringing Clarity to Your Finances

Education is at the root of our approach. Financial topics can be complex—we make them simple. When we answer your questions, we avoid jargon and speak in plain English. After analyzing your situation, we introduce new strategies that you may not have considered before. We show how these concepts fit your goals, and why they matter. We then help you decide if these ideas make sense for your financial plan and implement those that we agree upon.


Navigating an Evolving World

We build long term relationships, not one time plans. When markets are volatile or headlines are loud, we help you stay grounded in the strategy you built so decisions are driven by your goals, not emotions.

We also know that life doesn’t follow a script. When big decisions arise such as timing your retirement, purchasing a new home, making a career change, or supporting family, we help you weigh the tradeoffs, understand the impact, and update your plan to reflect your new reality. Our work continues long after your plan is created.

Owen, Whelen & Thompson Wealth Management is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Indiana, Iowa, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington., West Virginia, Wisconsin and Wyoming .