Located in a suburb just north of Atlanta, J. ThompsonRoss Investments is an independent practice led by Wealth Manager Judy Thompson Ross, recognized as a 2018 Forbes Best-In-State Wealth Advisor (Georgia)*.  Our team provides financial management throughout the challenges life brings to multi-generational families, advising on sophisticated wealth strategies, 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 centered on the client. 

We consider every client relationship to be a "partnership".  From the beginning, we will listen to your long-term objectives as well as assess your risk tolerance.  Using your time-frame and purpose, 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.

Wells Fargo Advisors Financial Network is not a legal or tax advisor.

*Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.