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

Dynamic Withdrawal Rules -- A Significant Opportunity for Retirement Plan Optimization

July 28, 2021

The application of Dynamic Withdrawal Rules can do more for your retirement than all tax management strategies combined. Learn why you should consider employing this valuable retirement plan optimization strategy.

Read the full post →

ThriveRetire Q2 2021 Market Recap and Outlook

July 12, 2021

Q2 2021 Market Recap and Outlook

Read the full post →

ThriveRetire Q2 2021 Chartbook

July 12, 2021

2021 Q2 Update of Market and Economic Insights and Statistics

Read the full post →

Visit the blog →

Ideal Clients

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

Ways Advisor Charges

  • Quarterly Fee

Fee Options

  • Quarterly Fee: $2250/qtr

SEC Records