Advisor Details

Advisor Details

Financial Advisor in Dearborn, Mi with 1 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 334668

Chartered Financial Analyst (CFA)

Personal Bio

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 Name

Thrive Retirement Specialists

Firm Bio

The wealth management industry, with its sea of salespeople, inexperienced advisors, and narrow focus on investments, often leaves better deserving people in less than optimal situations by failing to account for what we call the Five Big Retirement Risks™ and all retirement assets, tools and tactics that may be available.

We believe people deserve better.  Leveraging 25 years of experience and education, we created ThriveRetire™.  ThriveRetire™ is an ongoing eight-step retirement planning process and investment management service that goes far beyond what has traditionally been known as retirement planning.  Aside from our specialization and ThriveRetireTM service offering, what makes us unique is that we provide our service for a single, transparent flat-quarterly fee.  We have no commissioned products to sell, no referral fees to gain, no percentage of assets under management fees, and never any complicated sliding scales.  Our service is best suited to individuals nearing or in retirement with an investment portfolio of at least $500,000 who want to make the most of their situation so they can soak up every bit of what brings them joy and meaning. 

Firm SEC/CRD #

310289

Research this Firm:

BROKER CHECK
SEC

NASAA

Firm Logo

logo

Education

Walsh College
BBA in Finance
Duration: 1993 - 1997
University of Michigan - Ross School of Business
MBA
Duration: 2003 - 2006

License(s)

N/A

Advisor SEC/CRD #

5682762

Research this Advisor:

    BROKER CHECK
    SEC
    NASAA

    Are you a Fiduciary?

    Yes

    Do you receive any commissions or fees based upon financial products that you provide to your clients?

    No

    Methods of Compensation

    Fee-Only, Fixed Retainer Fee

    Specialties

    Preferred Client Type

    Membership Associations

    CFA Institute - 893777

    Financial Planning Association (FPA)

    National Association of Personal Financial Advisors (NAPFA)

    Personal Blog

    Publications Featured In

    Other

    Disclaimer

    Thrive Retirement Specialists is a fee-only, Registered Investment Adviser registered with the State of Michigan.

    For Investment-based assets to be an effective source of retirement income, the investments must be structured and managed properly. Much value can be gained or lost at this step. Thrive Retirement Specialists follows a passive investment philosophy that believes in investing based on probability over possibility and in building maximally diversified portfolios using low-cost index funds. Using only nine index funds, each representing one of the nine asset classes we believe a retiree should hold, we build portfolios for clients giving them exposure to over 36,000 individual securities across all investable 44 countries, and the portfolio’s weighted average expense ratio is only 0.10% or less. We then monitor each portfolio daily for opportunities to rebalance based on need rather than some calendar-based timetable to ensure the integrity of the chosen portfolio’s characteristics at all times.

    Anthony Watson

Contact:

Virtual Headquarters
Dearborn, Mi 48128

awatson@thriveretire.com

(313) 879-2019

Contact

Leave a Review

Your email address will not be published. Required fields are marked *

Rate your overall experience with this Financial Advisor.

  • Add Your Listing to Financial Advisors.com Sign Up With Us Here: