FAQ

We offer comprehensive financial planning for high-net-worth families, including tax-efficient wealth planning, retirement income strategies, advanced tax planning, business succession planning, investment management, and estate planning support. Our goal is to coordinate every part of your financial life so your wealth strategy works seamlessly together.

Joseph Thompson is the founder of Launch Wealth Management and a Certified Exit Planning Advisor (CEPA®) and IRS Enrolled Agent (EA). He specializes in tax-efficient wealth planning, complex financial strategies for business owners, and long-term investment planning for affluent families who want a more sophisticated, boutique advisory experience.

Yes. As a Registered Investment Advisor (RIA), Joseph Thompson is legally required to act as a fiduciary. That means every recommendation is made in your best interest—without commissions, sales quotas, or hidden agendas.

Our fees are typically based on a percentage of assets under management (AUM). However, we can also structure flat-fee or hourly arrangements if that’s a better fit for your situation. We aim for complete transparency so you always understand exactly what you’re paying for.

We build portfolios that are tax-efficient, goal-focused, and grounded in discipline—not headlines. The objective is steady, after-tax growth that supports your long-term goals while keeping risk aligned with your financial plan.

Yes. We provide virtual meetings for clients who prefer to connect from home, the office, or anywhere else. This makes it easy to stay on track with your financial plan no matter where life takes you.

We start by understanding your goals, values, and financial priorities. From there, we build a detailed, customized plan that addresses cash flow, taxes, investments, retirement, estate considerations, and business planning when applicable. We review and refine the plan regularly to keep it aligned with your evolving life.

Unlike large national firms, we offer institutional-level sophistication without excessive layers. You get direct access to your advisor, truly personalized guidance, and a planning-first approach designed for families who need depth—not bureaucracy.

Yes. As a CEPA®, Joseph helps business owners plan for exit readiness, maximize company value, prepare for liquidity events, and coordinate tax-efficient strategies before and after a sale. Succession planning is one of our core specialties.

Most prospective clients want to understand our fee structure, how we customize portfolios around their goals, and what ongoing collaboration looks like. These questions are encouraged—they help set the foundation for a transparent, aligned, and long-term advisory relationship.