Thompson Rodgers Group - Ubs Financial Services

Thompson Rodgers Group, based in Chicago, IL, is a private wealth management firm that specializes in guiding clients through financial decision-making in various market environments. With a deep understanding of complex wealth and years of problem-solving experience, their team serves business owners, corporate executives, athletes, and their families, helping them make informed decisions today that can lead to future success.

Whether clients are looking to launch, grow, or exit their businesses, Thompson Rodgers Group offers tailored advice and support at every step. They assist in selecting the right investment banker, finalizing exit plans, and negotiating the best deals for sales. Additionally, they provide guidance on trust and estate strategies, tax planning, and strengthening management teams to maximize net proceeds from a sale. Ultimately, Thompson Rodgers Group aims to help clients realize their purpose and lead a life of significance.

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