Jackson, WY Office

Thryve Wealth Management provides wealth management, financial planning, discretionary investment management and retirement plan advisory to individuals, high‑net‑worth clients, trusts, foundations, corporations and other entities. The firm engages clients through ongoing personal contact and written agreements to set investment strategy, asset allocation and portfolio construction.

Thryve’s investment process follows a Core‑and‑Satellite framework informed primarily by fundamental analysis, with a stated emphasis on U.S. markets and a de‑emphasis on small and micro‑cap public equities. The firm offers passive direct indexing with systematic tax‑loss harvesting via third‑party SMA platforms and supplements core holdings with satellite allocations to alternatives, including private equity, private credit, real assets, venture investments and digital assets.

Notable operational features include a requirement that clients approve a Tax Transition Analysis before enrolling in direct indexing and the use of platform providers to implement those strategies rather than executing each underlying trade in‑house. The advisory team is relatively compact yet oversees roughly $304 million across about 84 client relationships, and the firm maintains an explicit proxy‑voting policy that prioritizes shareholder value over social or political agendas.