16170 Jones Maltsberger Road,
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Chico, we know how to disrupt the status quo and want to help you do the same.
It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with the goal of sound financial advice, striving to ensure that you’re in the driver's seat for years to come.
Don’t be satisfied with tradition. Take control, free yourself, with the desire to live the life you want.
Ready for the next step? We can help.
Lou Ann & Holly
"We are extremely pleased with Scott’s knowledge and professionalism in managing our financial portfolio. He has been a tremendous help as we plan our retirement. It’s also great that he regularly touches base with us to discuss the current market situation and any recommendations to our portfolio. We highly recommend Scott for anyone needing investment or retirement guidance"
C & S
"We have been clients of Scott Thompson for a number of years. Through the ups and downs of the market, he has been a source of sound professional advice. We trust his judgement and professionalism and have never been disappointed. He teaches as well as advises. We are well pleased."
Randy & Robin
My wife and I have been Scott’s clients for over 20 years. During that time, we’ve seen many ups and downs in the market, some quite severe, and Scott helped us stay on track throughout it all. The measure of that success? We’ve been comfortably retired for 5 years now and Scott has made the transition with us from the days of saving and investing to helping us manage our retirement. No matter where you are on your financial journey, I highly recommend Scott to help you along the way.
Data-driven analysis is the foundation for everything we do.
Individualized strategies strive to ensure that your goals are always a priority.
Our comprehensive financial management means we're ready to address your every need.
CERTIFIED FINANCIAL PLANNER® / Owner
Client Liaison / Backoffice Administrator
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