Located in a suburb just north of Atlanta, J. ThompsonRoss Investments is an independent practice led by Wealth Manager Judy Thompson Ross.  Our team provides financial management to multi-generational families, advising on sophisticated wealth strategies and trust and estate investment issues.

Our practice was established on the principles of personal service, expertise, integrity and teamwork.  We know that providing sound financial advice is only possible when we understand a client’s goals and objectives.  We tailor plans for each of our clients based on their unique circumstances.  Because we are an independent practice, we do not have to meet quotas, nor do we receive incentives to recommend certain products.  As a result, our approach is truly client centric.

We consider every client relationship to be a "partnership".  At the beginning, we will listen to your long-term objectives as well as assess your risk tolerance.  After that, we will determine a strategy to help you attain your financial goals.  As our relationship continues, we will monitor relevant influences, such as any possible alteration in your financial prospects, changes in your personal or professional life, and the impact of pertinent tax legislation.  This approach helps to ensure that your strategic plan continues to match your objectives and meet your financial goals.

Trust and Insurance services offered through affiliates.