William Thatcher is a financial advisor at Thatcher Wealth Management in Grand Rapids, MI, holding a Series 65 designation with five years of industry experience. He previously worked at AE Wealth Management, LLC and Pine Brook Financial, among other firms. Outside of advising, he teaches local retirement planning lectures for the nonprofit American Financial Education Alliance. Thatcher Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm uses a diversified investment approach including ETFs, mutual funds, fixed income, equities, annuities, and may incorporate private placements or venture capital, operating with discretionary trading authority and requiring client custody at Fidelity.

Zachary Overweg is a financial advisor at Thatcher Wealth Management in Grand Rapids, MI, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Kingdom Financial Group, Fullerton Financial, and several other firms. Thatcher Wealth Management provides discretionary portfolio management and financial planning primarily to individuals and high-net-worth clients, using a mix of ETFs, mutual funds, fixed income, equities, annuities, and alternative investments. The firm conducts discretionary trading and integrates estate-planning guidance via a third-party platform.

Nathan Boot is a financial advisor at Thatcher Wealth Management in Grand Rapids, MI, holding a Series 65 designation. He has one year of industry experience and has previously worked at Marketlab, Bissell Inc, Comfort Research, and Steelcase Inc. Thatcher Wealth Management provides discretionary portfolio management and financial planning to individuals and high-net-worth clients. The firm’s investment approach includes ETFs, mutual funds, fixed income, equities, annuities, and may incorporate private placements and venture capital, using both fundamental and technical analysis.