Anthony Watson
CFA®, CFP®, RICP®
Thrive Retirement Specialists
Founder & President
Anthony Watson
CFA®, CFP®, RICP®
Thrive Retirement Specialists
Founder & President
We are dedicated to delivering a more thoughtful and strategic approach to retirement planning for those nearing or in retirement. Through our single, flat-fee service entitled ThriveRetire, we go far beyond what has traditionally been known as retirement planning so you can live a more rewarding and vibrant life in retirement. - Anthony Watson, CFA®, CFP®, RICP®
Experienced fee-only retirement planning and investment management specialist with virtual headquarters in Dearborn, MI, serving those nearing or in retirement locally and across the country
Experienced fee-only retirement planning and investment management specialist with virtual headquarters in Dearborn, MI, serving those nearing or in retirement locally and across the country.
We exist because the wealth management industry, with its sea of salespeople, inexperienced advisors, and narrow focus on investments, often leaves retirees in less than optimal retirement situations by failing to account for the Big Five Retirement Risks™ and all retirement assets, tools, and tactics that may be available. As a result, many people sacrifice a higher potential quality of life during retirement, which is something we are committed to changing.
Prior to founding Thrive Retirement Specialists, Anthony Watson 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.
Education
- Bachelor of Business Administration in Finance from Walsh College
- Master of Business Administration from the University of Michigan, Ross School of Business
Credentials
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP®)
- Retirement Income Certified Professional (RICP®)
Anthony Watson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Thrive Retirement Specialists is a retirement planning and investment management specialist dedicated to delivering a more thoughtful and strategic approach to retirement planning for those nearing or in retirement. The wealth management industry is full of conflicts of interest and inexperienced advisers that often leave people in sub-optimal retirement situations. Thrive Retirement Specialists exists to do better. 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 8-step retirement planning process and investment management service that seeks to drive value through four main pillars:
1). Optimized decision-making and asset usage
2). Application of rules-based (or "Dynamic") withdrawal strategies
3). Tax-efficient withdrawal coordination and asset management
4). Low-cost index investing
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Retirement Planning
- Retirement Income Planning
- Portfolio Construction and Investment Management
- Big Five Retirement Risk Management
- Tax-Optimized Dynamic Withdrawal Strategies
Ideal Clients
- Retirees and Near Retirees
- You Want to Make the Most of Your Situation
- You Want to Soak Up Every Bit of What Brings You Joy and Meaning
- You Want to Consider all Available Tools and Tactics Knowing Their is No Conflict of Interest to Optimize Your One-and-Only Retirement
Working Together
- Work Only With An Experienced Specialist
- Truly Tailored Advice to Optimize Your Situation
- Meet From Anywhere Through Zoom Videoconferencing
- Single, Transparent Flat Quarterly Fee Only For Ongoing Retirement Planning and Investment Management
Professional Designations & Affiliations
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Anthony Watson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Anthony Watson is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Anthony Watson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Anthony Watson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Anthony Watson is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Anthony Watson is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
Contact Anthony Watson
Office Locations:
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3319 Greenfield #148
Dearborn, MI 48120
