J.W. Thompson Investments (JWTI) is a state registered investment advisory firm based in Providence, RI, offering wealth management and retirement plan consulting services. Founded in 1999, JWTI provides personalized investment advice and education to retirement plan participants, as well as consulting services to plan sponsors, with a focus on tailored asset allocation strategies and a tactical approach to investing.
With a team of experienced investment advisors, JWTI aims to help clients pursue their financial goals by integrating their exceptional capabilities and continually expanding their wealth management services. They also offer the Retire Rite program, which provides investment education and advice to plan participants, and fiduciary plan benchmarking services to ensure reasonable plan expenses. JWTI prides itself on its comprehensive client service, recognizing the unique needs of each client and providing independent advice to help them achieve stronger and more meaningful benefits.
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