Anthony Watson (CFA, CFP®, MBA, RICP®)
Anthony Watson focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Standing out in our industry's “sea of sameness” and b#llsh!t, we introduce a new business model that applies the latest retirement research to deliver “reality-based” retirement planning, representing an evolutionary step forward in how people prepare for and thrive during retirement. We arm you with a framework to make better decisions based on your unique circumstances, enabling you to avoid unnecessary sacrifices symptomatic of following conventional “rules of thumb” intended for the masses. The result is living a more rewarding life optimized for contentment. ThriveRetire is an all-in-one, flat-fee service that includes: • Retirement Planning • Tax Planning • Investment Management • And more!
Additional Information
Prior to founding Thrive Retirement Specialists, Tony served as a Chief Investment Officer, providing advice and investment management services to over 600 individuals representing 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. EDUCATION: • BBA of Finance, Walsh College • MBA, University of Michigan, Ross School of Business CREDENTIALS: • Chartered Financial Analyst (CFA) • CERTIFIED FINANICAL PLANNERTM (CFP®) • Retirement Income Certified Professional (RICP®)NAPFA Start Date
December 17, 2020
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