“More and more, as we listen to clients, the idea of traditional ‘retirement’ is replaced by a wish for financial independence. Our overarching role, yes, is to help clients accumulate enough wealth to live life on their terms. But it also requires a fiduciary advisory model that allows clients to go forward with confidence, free from worry, while also saving invaluable time so they indeed can focus on life’s important pursuits. That’s the head and the heart of our mission as wealth managers.”
Bruce brings over 35 years of investment wisdom, planning experience and client success to Lexington Wealth Management. In 1991, he founded Thompson Wealth Management in Concord, Massachusetts, earning a reputation as a pioneer of the fee-only advice revolution and a tireless steward for generations of clients. His team joined with Lexington in December 2021, “because of its strong culture and team, focus on holistic planning, and because it is a firm built on client trust and the belief that clients’ success is what truly matters.”
Planning and investing can be complicated, but our mission is to make it less so by helping clients adopt an intelligent framework for making financial decisions and a cohesive strategy for staying on track toward their goals. Bruce believes that education and consistent communication is essential to the success of an investment plan and an advisory relationship.
Bruce graduated from Nichols School and Syracuse University’s Maxwell School of Citizenship and Public Affairs, majoring in economics and political science, with a minor in art history. As research associate, he helped write the post-war history of Syracuse University, published in 1996. As an undergrad, he was selected to an exchange program at London School of Economics, where he interned on Prime Minister Margaret Thatcher’s election campaign, helping him foresee how financial market deregulation would transform financial services, leading him to an early career on Wall Street.
Before founding Thompson Wealth Management, he was vice president of investments at Smith Barney, vice president at Dean Witter and account executive at EF Hutton. Bruce completed the respected financial planning training program at IDS American Express which, in 1982, was groundbreaking.
Professional education includes the certificate program in quantitative portfolio management at Harvard University (Extension School), and the American Banking Institute certificate in money and banking. He has held Series 7 and 65 licenses and is a member of the Financial Planning Association and the Investment Management Consultants Association.
Bruce lives with his wife, Marianne, in Concord center. He considers convincing her to marry him and raising their two children, Dylan, and Sarah, as his greatest achievements! As with investing, his philosophy in life is to seek balance, leading him to an appreciation of arts and culture, but also to play most any sport — none of them particularly well! He is a lifelong tennis player and took up competitive bicycle racing at the ripe age of 40, eventually participating in two U.S. National Masters Championships. Bruce is a director on the Board of Governors of Nashawtuc Country Club in Concord. He served as board development chair for uAspire, a non-profit which provides college bound students of need with financial aid counseling, and he oversees the Thompson Family “B The Match” charitable fund, which seeks to spark entrepreneurialism among non-profits.