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Personal Wealth Management

Personal wealth comes in many ways.  Whether it be an inheritance, a one-time financial event, insurance proceeds or the gradual, hard-earned process of saving for future needs, this wealth should be grown and protected.  After constructing a financial plan to provide for your various financial goals and dreams, we will design, implement and manage a globally-diversified, low cost and tax-efficient portfolio.  This service is provided on an ongoing fee-only (non commission) basis in order to align your interests with ours and reinforce the long-term process of building personal wealth.  Personal Wealth Management is billed according to assets under management, with the fee coming directly from the managed account.

We partner with Dimensional Fund Advisors, a global investment firm, managing over $548 billion in assets to provide our Personal Wealth Management services.
THRIVE Financial Planning has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.  Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.

By using Schwab as primary custodian, THRIVE Financial Planning has access to a wide range of products and services that help us serve our clients, including:
• Full range of investment products and trading services
• Technology and service support
• Wide array of investment account types including retirement accounts, charitable giving, and education accounts

The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants.  The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab.  Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at

These materials have been independently produced by THRIVE Financial Planning.  THRIVE Financial Planning is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”).  Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them.  THRIVE Financial Planning provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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