Anthony Watson, CFP®, CFA Thrive Retirement Specialists

Contact this advisor

About Anthony Watson, CFP®, CFA

Thrive Retirement Specialists is a retirement planning specialist dedicated to delivering a more thoughtful and strategic approach to retirement planning for those nearing or in retirement. We offer a single, flat-fee service entitled ThriveRetire™ that goes far beyond what has traditionally been known as retirement planning. ThriveRetire™ is an engaging ongoing eight-step retirement planning process and investment management service that seeks to identify all risks, assets, tools, and tactics to develop an optimal retirement plan designed to support your ideal retirement lifestyle and goals to the fullest extent possible. 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.

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.

Contact this advisor

Recently Published

ThriveRetire Q3 2022 Market Recap and Outlook

October 14, 2022

Lost track of what's happening in investment markets? Catch up with our 3Q 2022 Recap and Outlook.

Read the full post →

Thrive Retirement Insights -- 9/4/2022

September 4, 2022

Packed with educational content designed to help pre-retirees and retirees stay current and armed with important knowledge and information.

Read the full post →

Retirement Planning in the Face of Low Expected Returns

August 29, 2022

(~7 min) What can one do to improve their retirement plan in the face of lower expected market returns besides working longer or spending less? Fortunately, there are five lesser-known solutions to consider that can significantly improve your retirement plan.

Read the full post →

Visit the blog →

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Income Planning
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee

Fee Options

  • Quarterly Fee: $2250/qtr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...