Thrive Wealth Management

We Do More Than Manage Your Money.

Find out more in our video:

iThrive Life Planning Process™

To learn more about each step, click on the appropriate arrow:

Services

Financial Planning

Investment Management

401(k) Planning

Divorce Planning

Featured in the Press

Meet The Team

Steve Erfle, CFP®, CDFA™, MBA

MANAGING PARTNER

Mike Ptaszenski, CFP®, MBA

MANAGING PARTNER

Matt Donahue, CFP®

RELATIONSHIP MANAGER

_{Christian Dekker}

^{FINANCIAL PLANNING ASSOCIATE}

_{Matt Fatz, CFP^®}

^{FINANCIAL PLANNER}

^{Norman MacQueen, MBA}

^{FINANCIAL ADVISOR}

_{Jack Green}

^{FINANCIAL PLANNING ASSOCIATE}

^{Mary Ann McCallister}

^{CLIENT SERVICE & OPERATIONS MANAGER}

^{Michelle Smaltz}

^{OPERATIONS SPECIALIST}

Brian Hipwell, CFP^®

RELATIONSHIP MANAGER

^{Amanda McKay}

^{OFFICE ADMINISTRATOR}

Michael Stanton, CFP®

^{FINANCIAL PLANNER}

Loretta Hutchinson, CFP®, CDFA™, NCC

^PARTNER

^{Missy Pohlig, CFP}^®

^{FINANCIAL PLANNER}

^{iThrive Ideas™}

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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 Management}	^{Annual Fee}
^{First $0 - $500,000}	^1.0%
^{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 $4,000,001}	^0.40%

^{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}

Building Plans To Improve Lives

We Do More Than Manage Your Money.

iThrive Life Planning Process™

Services

Featured in the Press

Meet The Team

Steve Erfle, CFP®, CDFA™, MBA

Building Plans
To Improve Lives