About Us

Launch is a boutique wealth management firm built around one core belief — that tax strategy should be part of every financial decision, not a separate conversation. We serve families and business owners who want financial planning and tax strategy working together.

Our Philosophy

We believe the most important number in your financial plan isn't what you earn — it's what you keep and build over time. Every recommendation we make is shaped by that belief, with your taxes and long-term goals never treated separately.

Our Process

Your investments, tax planning, and financial plan start from the same foundation — then stay aligned through every decision we make. That alignment is where good financial planning becomes great after-tax results.

Our Services

 

Financial Planning

A coordinated strategy built around your life, your goals, and the future you're actually trying to build.
 

Investment Planning

Sophisticated families require more than a standard portfolio — they deserve a strategy shaped by goals, risk, tax awareness, and the structure of their financial life.
 

Estate Planning

Estate planning is about more than transferring wealth — it’s about protecting intentions, shaping legacy, and creating durable structure for future generations.
 

Tax Planning

For successful families and individuals, taxes are rarely just numbers — they’re one of the most powerful long-term tools when approached strategically.
 

Exit & Acquisition Planning

Whether building a company, buying one, or planning an exit, ownership is personal — and the financial consequences deserve experienced guidance.
 

Alternative Investments

At Launch Wealth Management, we believe meaningful diversification comes from looking beyond the traditional stock and bond markets.
Joe Thompason

Joe Thompson, CEPA®, EA

After more than a decade advising clients, Joe founded Launch to leave traditional wealth management behind. The firm is built on modern technology and thoughtful strategy — delivered in a personal setting for people who value real relationships and a smarter, more intentional approach to building and preserving wealth.

Learn More

Start a more intentional conversation about your wealth.

Let’s start the conversation

  • What services does Launch Wealth Management provide?

    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.

  • Who is Joseph Thompson, CEPA®, EA?

    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.

  • Do you act as a fiduciary?

    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.

  • How do you charge for financial planning and investment management?

    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.

  • What does your investment philosophy look like?

    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.

  • Do you offer virtual meetings or remote financial planning?

    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.

  • How does the financial planning process work?

    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.

  • What makes your firm different from larger financial institutions?

    Our boutique advisory approach is influenced by institutional planning and investment practices, delivered through close, personalized advisor relationships and a long-term focus on each client’s goals.

  • Do you work with business owners preparing for a transition or exit?

    Yes. As a Certified Exit Planning Advisor (CEPA), we work with business owners to plan for transitions or exits from a financial planning perspective. We help evaluate options, refine strategy, and assemble a dedicated M&A team aligned with your goals so you can move forward with confidence.

  • What questions do new clients typically ask during an initial meeting?

    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.