TOMPKINS WEALTH MANAGEMENT

Tompkins Wealth Management was founded to provide objective advice and investment services to our clients. We strive to understand your situation, earn your trust and provide the peace of mind you deserve when it comes to your finances... Tompkins Wealth Management provides financial planning and wealth management services to individual and small business clients. I focus on helping you reach your financial goals so you can devote more time to your work, your family and your personal interests. Email or call to schedule a consultation. I look forward to working with you... Since 2005 we have provided wealth management and planning services to individual and small business clients. We start with a complimentary meeting to determine if our services meet your needs and then look more closely at risk tolerance, investments, Social Security benefits, and estate planning to fully understand your situation. Ultimately, our mission is to provide personalized wealth management and sound..

Primary location: Bend United States