DANIEL J. THOMPSON

Daniel is the managing principal and founding member of Union Bridge Capital. He created the framework of UBC’s current integrated chassis and its blueprint, the Total Wealth Equation^TM.

Daniel has spent the last 25 years as a practicing lawyer and financial advisor primarily to high-net-worth individuals and closely-held businesses.

MY GREATEST STRENGTHS

As the youngest of eight, I learned early that perseverance, work-ethic, and morality are integral to running a successful client-centric firm.

YOU MAY BE SURPRISED TO KNOW

I personally despise all financial services firms.

PRACTICE FOCUS

Financial services
Financial analysis
Financial planning
Retirement planning
Wealth management
Insurance

EDUCATION

J.D., University of Pittsburgh School of Law, 1995
B.S., Washington & Jefferson College, 1993

ADMISSIONS

Pennsylvania

Are you managing your wealth, or is it managing you?

Spend less time coordinating your financial team while still maximizing Spendable Wealth.

Let’s Talk

Disclosures

Securities and advisory services offered through The Leaders Group, Inc. Member FINRA/SIPC and TLG Advisors, Inc. 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. Union Bridge Capital is not affiliated with The Leaders Group, Inc. Please note that all trade orders are not accepted and are not acted upon by email, facsimile, voicemail or with unlicensed personnel. All orders must be communicated personally to your representative.

Socials

Contact

Washington’s Landing
800 Waterfront Drive
Pittsburgh, Pa 15222
T 412-465-1490
F 412-465-1489