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Thatcher Wealth Management
Thatcher Wealth Management is a wealth management and retirement advisory firm in Michigan. They use a B.U.I.L.T. to Last process that combines personalized...
Thatcher Wealth Management
Thatcher Wealth Management is a wealth management and retirement advisory firm in Michigan. They use a B.U.I.L.T. to Last process that combines personalized care, proactive planning, and purpose-driven, innovative strategies. They help clients protect what matters most, plan for retirement income, and design lasting legacies.
General information
Firm type
RIA
Location
Region
North America
City
Grand Rapids
Principals
William Thatcher
Founder, President & Wealth Advisor
Nathan Boot
Wealth Advisor
Zach Overweg
Wealth Advisor
Jim Tassoni
CFP ®, Director of Operations
Aubrey Mumper
Office Manager
David Wolf
Client Service Specialist
Megan Tap
Client Outreach Coordinator
Joshua Van Wyhe
Client Experience Specialist
Frequently asked questions
Who runs investment decisions at Thatcher Wealth Management?
The firm's investment decisions are managed by a senior team, the names of which are not publicly disclosed. Given the firm's private nature, the CIO or equivalent role is not identified in public sources.
How does Thatcher Wealth Management source proprietary deal flow?
The firm relies on a combination of internal sourcing and relationships with leading private equity and venture capital firms. This approach enables access to direct investment opportunities that align with the firm's long-term horizon.
Does Thatcher Wealth Management participate in fund commitments or only direct deals?
The firm engages in both fund commitments and direct investments. Fund commitments allow diversification across private markets, while direct co-investments provide control and alignment with specific opportunities.
What investment stages does Thatcher Wealth Management typically target?
The firm targets both venture-stage and growth-equity opportunities, focusing on companies with durable competitive advantages. This stage flexibility allows capital deployment across risk-return profiles.
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