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Building Plans
To Improve Lives

I'm Ready To Thrive


We Do More Than Manage Your Money.

Find out more in our video:

Featured in the Press


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Meet The Team


Matt Donahue - Thrive Wealth Management

 Matt Donahue, CFP®

 RELATIONSHIP MANAGER

Michael Stanton - Thrive Wealth Management

Matthew Fatz, CFP®

FINANCIAL PLANNER

     Brian Hipwell - Thrive Wealth Management  

Brian Hipwell, CFP®

RELATIONSHIP MANAGER

      Loretta Hutchinson - Thrive Wealth Management      

Loretta Hutchinson, CFP®, CDFA™, NCC

PARTNER

   Norman MacQueen - Thrive Wealth Management  

  Norman MacQueen, MBA

    FINANCIAL ADVISOR

    Mary Ann McCallister - Thrive Wealth Management 

    Mary Ann McCallister

 CLIENT SERVICE & OPERATIONS MANAGER

     Amanda McKay - Thrive Wealth Management

Amanda McKay

   OFFICE ADMINISTRATOR

       Missy Pohlig - Thrive Wealth Management

      Missy Pohlig, CFP®

     FINANCIAL PLANNER


Michelle Smaltz

OPERATIONS SPECIALIST

     Michael Stanton - Thrive Wealth Management  

           Michael Stanton, CFP®

           FINANCIAL PLANNER

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Our Fees

Controlling cost is an important part of building wealth. We are very mindful of our fees and are committed to being transparent and fair. We do not sell investment products or receive investment sales commissions from third parties, we are only compensated by our clients. The table below reflects Thrive's blended fee schedule for comprehensive financial planning and investment management services. 


Assets Under ManagementAnnual Fee
First $0 - $500,0001.0%
Next $500,000 ($500,001 - $1,000,000)0.80%
Next $500,000 ($1,000,001 - $1,500,000)0.70%
Next $500,000 ($1,500,001 - $2,000,000)0.60%
Next $2,000,000 ($2,000,001 - $4,000,000)0.50%
Remaining Assets Exceeding $4,000,0010.40%


Certain client circumstances may require a negotiated assets under management fee, flat fee, or separate advice fee. Third party transaction and performance reporting fees may be in addition to our assets under management fee.

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I'm Ready To Thrive