At Launch Wealth Management, we believe guidance should be defined by perspective — not just returns. Wealth brings complexity — tax strategy, business decisions, family priorities, and legacy planning — and it demands an advisor who can bring every piece into clear focus. Our work begins with understanding what truly matters to you, then designing a strategy that reflects your life, your values, and your long-term direction.
After more than a decade in large national RIAs, founder Joe Thompson built Launch as a deliberate alternative — combining institutional-level sophistication with a boutique experience rooted in real relationships. As a CEPA® and IRS Enrolled Agent (EA), Joe works at the intersection of tax planning and long-term strategy, offering guidance that is thoughtful, independent, and built for families who expect more than standard advice.
Our Guiding Values
Depth Over Layers
We remove unnecessary complexity so your strategy stays clear, intentional, and personal. Every recommendation is shaped around your life — never a template or formula.
Expertise With Purpose
From advanced planning to coordinated wealth strategy, our expertise exists to support what you value most — helping you make confident decisions across your entire financial life.
Relationships That Run Deep
Advisory relationships here are built through familiarity and time. What we value most is continuity — knowing your story, not just the facts.
