Anthony Watson

CFA®, CFP®

Thrive Retirement Specialists

Founder & President

Anthony Watson

CFA®, CFP®

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®

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®)

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 conflict 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

  • Certified Financial Planner (CFP)
    Anthony Watson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • CFA - Chartered Financial Analyst
    Anthony Watson is a CFA® charterholder

    A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute. A CFA designation is a badge of distinction. It represents a deep knowledge of all things investing, a commitment to ethics, and a passion for always putting investors first. All of which make members unparalleled professionals who are fully engaged in raising the standards of the investment management industry.

  • National Association of Personal Financial Advisors (NAPFA)
    Anthony Watson is a NAPFA-Registered Financial Advisor

    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.

  • XY Planning Network
    Anthony Watson is a Member of the XY Planning Network

    The 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.

  • CFA Institute
    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 nearly 150,000 members and 149 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

Contact Anthony Watson

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Office Locations:

  • 3319 Greenfield #148
    Dearborn, MI 48120

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