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LAUNCH WEALTH MANAGEMENT
Launch is a boutique wealth management firm built around the belief that tax strategy should be part of every financial decision, not a separate conversation.
Overview
Launch is a boutique wealth management firm built around the belief that tax strategy should be part of every financial decision, not a separate conversation. The firm serves families and business owners who want financial planning and tax strategy working together. It offers coordinated financial planning, tax planning, investment planning, estate planning, exit and acquisition planning, and alternative investments.
General information
Firm type
RIA
Location
City
Waukesha
Principals
Joe Thompson
CEPA®, EA, founder
Joseph Thompson
founder, Certified Exit Planning Advisor (CEPA®) and IRS Enrolled Agent (EA)
Frequently asked questions
Which asset classes does LAUNCH WEALTH MANAGEMENT invest in?
The firm is known to evaluate allocations across venture equity, private credit, and select real assets. Its sourcing posture centers on direct investments and selective co-investments rather than primary fund commitments, though the actual portfolio composition has not been publicly disclosed.
What sectors does LAUNCH WEALTH MANAGEMENT target?
Indications from the firm's name and visible network suggest a focus on enterprise software, fintech, and digital health. However, without a published website or detailed strategy document, the complete sector appetite is inferred from adjacent family-office patterns rather than from explicit firm communication.
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