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How does THRIVE WISE WEALTH help clients – Key Takeaways:
THRIVE WISE WEALTH is a trusted and experienced financial advisor that helps clients achieve their financial goals by providing personalized and comprehensive financial services. With a team of knowledgeable and dedicated advisors, THRIVE WISE WEALTH is committed to helping clients make informed and strategic financial decisions for a secure and prosperous future.
Facts and Insights:
THRIVE WISE WEALTH is a registered investment advisor firm that has been in business for over 20 years. They specialize in developing long-term financial plans for their clients, covering various aspects such as retirement planning, wealth management, estate planning, and tax planning. Their team of advisors has a collective experience of over 50 years in the financial industry, making them well-equipped to guide clients towards financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 20+ years |
Financial Services Offered:
THRIVE WISE WEALTH offers a wide range of financial services to help clients manage, protect and grow their wealth. Some of the services offered include:
- Retirement planning
- Wealth management
- Estate planning
- Tax planning
- Insurance planning
- College savings planning
Client Types:
THRIVE WISE WEALTH caters to a diverse range of clients, including individuals, families, and small businesses. They understand that each client has unique financial needs and goals, and they strive to provide personalized solutions that are tailored to each client’s specific situation.
Fees & Compensation:
THRIVE WISE WEALTH follows a fee-only compensation structure, which means they do not earn commissions on any financial products or services they recommend. This allows them to act in their clients’ best interests without any conflicts of interest. They charge a percentage of the assets under management as their fee, which is typically 1-2%.
Background:
THRIVE WISE WEALTH was founded by a team of experienced financial advisors with a shared vision of helping clients achieve financial success. They believe in building long-term relationships with their clients based on trust, integrity, and transparency.
Financial Advisor Disclosures to Know:
As a registered investment advisor, THRIVE WISE WEALTH is legally obligated to disclose any potential conflicts of interest or disciplinary actions from regulatory bodies. Upon request, they provide clients with a Form ADV, which contains all the necessary information about the firm, its advisors, and their services.