About

Before founding Thrive Retirement Specialists, Tony spent eight years serving as the Chief Investment Officer of a firm where he provided advice and investment management services to over 600 individuals representing at the time over $1.5 billion of investments. Before this, Tony served as Vice President at J.P. Morgan Private Bank where he advised high- and ultra-high net worth individuals on all matters of wealth including investments, portfolio construction, portfolio management, and retirement planning.

Tony lives in Dearborn, Michigan with his wife Dawn and daughters Emma and Anna.

Education:

Bachelor of Business Administration in Finance from Walsh College

Master of Business Administration from the University of Michigan, Ross School of Business

Credentials:

Chartered Financial Analyst (CFA)

Certified Financial Planner (CFP®)

Firm Information

FirmThrive Retirement Specialists
PositionFounder and President
Agency Typeria
Firm CRD#310289
About Firm

Thrive Retirement Specialists is a retirement planning and investment management specialist dedicated to delivering a more thoughtful and strategic approach to retirement planning for those nearing or in retirement.  The wealth management industry is full of conflict of interest and inexperienced advisers that often leave people in sub-optimal retirement situations.  Thrive Retirement Specialists exists to do better.  We offer a single, flat-fee service entitled ThriveRetireTM that goes far beyond what has traditionally been known as retirement planning.  ThriveRetireTM is an engaging ongoing 8-step retirement planning process and investment management service that seeks to drive value through four main pillars:

  1. Optimized decision making and asset usage
  2. Rules-based (or Dynamic) withdrawal strategies
  3. Tax-efficient withdrawal coordination and asset management
  4. Low-cost index investing 

With every interaction, we seek to inform and serve, so our clients can safely trust their ThriveRetire™ plan and process, leaving each client with the confidence and peace of mind to live a vibrant and full life through retirement.

Firm Location

Professional Details

Advisor CRD#5682762
Fiduciary Yes — acts in your best interest
CompensationFee-Only • Fixed Retainer Fee
Designations
Certified Financial PlannerChartered Financial AnalystN/A
Licenses
Other

Investment Information

SEC Form ADV View Form ADV →

Company Profile

Company Size
Est. 1997
Resources
Blog →

Practice Focus

Specialties
  • Retirement Planning 60%
  • Portfolio Management 40%
Preferred Client Type
  • Baby Boomers 25%
  • Gen X 25%
  • High Net-Worth Individuals 25%
  • Retirees 25%

Education

Education
University of Michigan - Ross School of Business
Walsh College

About Me

Community Involvement CFA InstituteFinancial Planning Association (FPA)National Association of Personal Financial Advisors (NAPFA)

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