Tompkins Wealth Management

Who We Are

Tompkins Wealth Management is a comprehensive wealth advisory firm dedicated to helping individuals and small businesses achieve their financial goals. Since 2005, we have been providing financial planning, wealth management, and insurance services to a wide range of clients.

Our Services

At Tompkins Wealth Management, we believe that every individual and small business deserves personalized attention and tailored guidance to achieve their financial objectives. Our services cater to both individual and small business clients, providing financial planning and asset management solutions.

Our Philosophy

Our philosophy is centered on creating a comprehensive financial plan that addresses our clients' unique circumstances, risk tolerance, and long-term goals. We take the time to understand our clients' needs and goals, and work collaboratively to develop a personalized plan that aligns with their aspirations.

Our Approach

Our approach to financial planning is founded on a thorough review of retirement goals, including projected income, expenses, and financial requirements. We analyze actual costs, assess available resources, and discuss risk tolerance to develop a plan of action. This plan is continuously monitored and adjusted as circumstances change to ensure our clients remain on target.

Charles Tompkins, President

With over twenty years of experience serving clients as a financial advisor, Charles has a passion for working with clients over long periods of time to help them reach their retirement goals. He holds a Bachelor of Arts degree from the University of Vermont and a Master's Degree from Middlebury College, and is a Certified Financial Planner (CFP) professional.

Lex Smith, Office Administrator

Lex Smith is responsible for administrative tasks, scheduling meetings, and coordinating outreach to our clients. She has a Bachelor's degree from the University of Vermont and seven years of experience in office management and project coordination. In her free time, Lex enjoys hiking with her dog or cycling in the great outdoors.

Contact Us

For more information about our services, please contact our office at 206.782.5670 (WA) or 541.668.7511 (OR). You can also reach us through email at info@tompkinswealth.com.