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William T
Series 65
Grand Rapids, MI
Thatcher Wealth Management
William Thatcher is a Series 65-licensed advisor at Thatcher Wealth Management with five years of industry experience. He has worked at multiple firms including AE Wealth Management and Pine Brook Financial. Outside of his advisory role, he teaches local lectures on retirement topics through a nonprofit focused on community education. Thatcher Wealth Management offers portfolio management and financial planning services primarily for individuals and high-net-worth clients. The firm uses a documented investment process that incorporates both fundamental and technical analysis, emphasizing ETFs alongside a broader set of securities including venture capital and private placements.
Nathan B
Series 65
Grand Rapids, MI
Thatcher Wealth Management
Nathan Boot is a financial advisor at Thatcher Wealth Management in Grand Rapids, MI. He holds a Series 65 designation and has approximately one year of industry experience. Prior to joining Thatcher Wealth Management, he worked at Marketlab and held positions at Bissell Inc, Comfort Research, and Steelcase Inc. Thatcher Wealth Management provides portfolio management and financial planning services primarily for individuals and high-net-worth clients. The firm utilizes a wide investment universe including ETFs, mutual funds, equities, fixed income, and alternative investments, combining fundamental and technical analysis with long-term and options strategies.
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