Meet your financial specialists.

Joseph Thompson

Wealth Advisor

As a Wealth Advisor, Joe helps successful individuals and families manage their financial lives and the complexities that are a part of it. He brings an analytical curiosity to every planning question, allowing him to provide tailored advice to clients that covers all aspects of their wealth strategy: portfolio construction and monitoring, tax planning, philanthropic strategies, and estate planning.

Prior to joining SWP, Joe was a Financial Advisor at Prime Financial Services. In this role, he developed financial plans for families that emphasized the role of tax and retirement income planning.

Joe holds a Bachelor’s degree in Economics from the University of Wisconsin-Milwaukee. Today, he leverages both his passion for math and economics to build customized financial plans that can drive clients toward their long-term goals.

Outside of the office, you can find Joe next to a BBQ smoker or exploring local hiking trails. This interest in hiking and the great outdoors is what led him to ESG investing — a strategy that he incorporates in his own investment portfolio and something he enjoys helping clients implement as well, when desired.


BA in Economics, University of Wisconsin-Milwaukee

Office Location

Milwaukee, WI

Office Location

Milwaukee, WI


Financial Planning
Exit Your Business in Style: 5 Steps to Financial Freedom for Business Owners
Running a successful business takes a considerable amount of time and effort, and it can leave business owners without much of an opportunity to think about an eventual exit. However, a well-crafted exit strategy can make for a smooth sale or handover of the business, and it can also help ensure that you move forward to the next chapter in your life with the financial security you’ve worked so hard to build. In this article, we will discuss the 5 steps that can help you exit your business in style.
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ESG Investing: Is It Right For You?
I have always been an avid outdoorsman, spending much of my free time camping and hiking in the mountains. And over the years, I've looked for ways to incorporate these interests into my investment portfolio. When I was younger, I did this by investing in companies related to the outdoor industry. However, today technology has made it possible to take a much more impactful approach through ESG investing.
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