A complete list of active advisors currently associated with Thatcher Wealth Management
Warmer can help you find a great advisor at Thatcher Wealth Management or one who fits your needs even better.
Thatcher Wealth Management provides discretionary portfolio management and financial planning to individuals and high‑net‑worth individuals, preparing written Investment Policy Statements that outline clients’ goals, time horizon, and documented risk tolerances. The firm also offers estate‑planning guidance through a third‑party platform (Wealth.com) and refers clients to an unaffiliated accounting/tax provider (Jalada); as of February 2026 it reported two advisors and no assets under management. The firm’s investment approach emphasizes ETFs alongside mutual funds, fixed income, equities, annuities, and may include private placements or venture capital, using both fundamental and technical analysis as well as long‑term and options trading strategies. Thatcher operates with discretionary trading authority, aggregates household accounts for account management, and requires client custody at Fidelity to facilitate execution and reporting. Noteworthy features include that firm representatives are licensed insurance agents and may receive commissions on insurance and annuity sales, a relationship the brochure identifies as a potential conflict of interest that the firm discloses and monitors. Thatcher also charges clients separately for estate‑planning guidance via Wealth.com and requires use of a specified custodian, practices that distinguish its service mix and operational model from many supported‑firm peers.
To learn more about the advisors currently working at Thatcher Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Grand Rapids, MI
| 0
| |
Grand Rapids, MI
| 2
| |
Grand Rapids, MI
| 5
|
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