About Us
Your Trusted Wealth Advisors
Riley Thompson Wealth Advisors provides over 50 years of collective experience in building, managing and preserving wealth. Roger and Ellen's investment management philosophy is rooted in education. By aiming to educate their clients on investing best practices, Roger and Ellen cultivate a collaborative dynamic that encourages their clients to reach their financial goals.
Our Best Practices
On-going Discovery
Discussions on balance sheet, goals, investment objective and personalized strategy.
Education
Understanding investor psychology, fundamental analysis, and technical analysis.
Collaboration
Using the foundation of discovery and education, we collaborate on your unique strategy.
Communication
We coordinate a consistent meeting cadence for ongoing discovery, education, and collaboration.
Our Services
We offer a comprehensive suite of financial services tailored to meet your unique needs and goals.
Financial Planning
Personalized retirement plan centered around your unique goals to provide clarity on your next phase of life.
401k Services
Comprehensive retirement plan services designed to help you and your employees prepare for the future.
Trust Management
Professional trust services that ensure your legacy is preserved and distributed according to your wishes.
529 and Custodial Accounts
Educational savings and custodial account solutions to help secure your children's future.
Insurance and Risk Planning
Protect your assets and loved ones with comprehensive insurance strategies tailored to your needs.
Personalized Investment Strategies
Develop comprehensive strategies to help you achieve your retirement goals and maintain your lifestyle.
Our Team
Meet our team of experienced financial advisors dedicated to helping you achieve your financial goals.
Roger Riley
Wealth Advisor, Lead Portfolio Manager
Ellen Thompson
Wealth Advisor, Senior Portfolio Manager
Joseph Phillips
LPL Senior Financial Assistant
Financial Resources
Access our collection of market insights, financial planning tools, and educational resources designed to help you make informed financial decisions.
Market Outlook
Stay informed about the latest market trends and how they might impact your investments.
Download PDFPortfolio Strategy
Insights on effective portfolio strategies to help you navigate the current market conditions.
Download PDFWeekly Commentary
Weekly analysis of market events and insights into potential investment opportunities.
Download PDFMidyear Outlook
A comprehensive review of the year so far and projections for the coming months.
Download PDFContact Us
Have questions or want to schedule a consultation? Reach out to us and we'll get back to you shortly.
Our Office
Address: 18756 Stone Oak Pkwy STE. 200, San Antonio, TX 78258
Phone: (210) 729-9507
Email: info@rt-wa.com
Hours: Monday - Friday: 9:00 AM - 5:00 PM CST