Anthony Watson, CFP®, CFA Thrive Retirement Specialists

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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.

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Recently Published

Building an Investment Portfolio for Retirement

February 24, 2021

Your investment portfolio should look different in retirement. As likely one of your largest and most important assets, your investment portfolio must be structured and managed properly to best support your retirement journey.

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Using ALL Retirement Assets to Maximize Your Outcome

February 2, 2021

Some assets are better suited than others for tackling certain objectives within your retirement plan. Understanding your options and optimally using your retirement assets is key to maximizing your retirement outcomes.

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ThriveRetire Q4 2020 Chartbook

January 29, 2021

Update of Market and Economic Insights and Statistics

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Ideal Clients

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

Ways Advisor Charges

  • Quarterly Fee

Fee Options

  • Quarterly Fee: $2250/qtr

SEC Records

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