Santa Barbara, CA Office
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Thryve Wealth Management
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About
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.
Based on Thryve Wealth Management
Expertise
Based on Thryve Wealth Management
Location
523 Chapala Street, Unit 2
Santa Barbara CA 93101
Advisors at this office
3
Advisors at this office
Gary D
Series 63, Series 65
Santa Barbara, CA
Thryve Wealth Management
Gary Dorfman is a financial advisor with Thryve Wealth Management in Santa Barbara, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Strive Asset Management, One Capital Management, Beacon Pointe Advisors, Pacific Pointe Advisors, Manchester Capital Management, and Citigroup Global Markets. Thryve Wealth Management provides wealth management, financial planning, discretionary investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm uses a Core-and-Satellite investment framework focused on fundamental analysis of U.S. markets, offering passive direct indexing with systematic tax-loss harvesting and satellite allocations to alternatives such as private equity and digital assets.
John B
Series 66
Santa Barbara, CA
Thryve Wealth Management
John Bell is a financial advisor at Thryve Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities LLC, Quasar Distributors, LLC, and Strive Asset Management, LLC. 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 uses a Core-and-Satellite investment approach focused primarily on U.S. markets, combining passive direct indexing with systematic tax-loss harvesting and alternative investments.
Eric C
CFP®, Series 63, Series 66
Santa Barbara, CA
Thryve Wealth Management
Eric Callahan is a CFP® professional with 14 years of industry experience. He is currently with Thryve Wealth Management and has previously held roles at firms including Fidelity and J.P. Morgan Securities. Thryve Wealth Management provides wealth management, financial planning, discretionary investment management, and retirement plan advisory services to individuals, high-net-worth clients, trusts, foundations, corporations, and other entities. The firm employs a Core-and-Satellite investment approach focused on U.S. markets, offering passive direct indexing with systematic tax-loss harvesting and satellite allocations to alternative investments.
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