About Anthony
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.
Areas of focus
Credentials & background
Designations
Education
Bachelor of Business Administration in Finance from Walsh College
Clients served
Regulatory
- Advisor CRD #5682762
- Firm CRD #310289
The 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:Optimized decision making and asset usageRules-based (or Dynamic) withdrawal strategiesTax-efficient withdrawal coordination and asset managementLow-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.
3319 Greenfield #148, Dearborn, MI 48120$303M assets under management