Michael A. Ptaszenski, CFP^®

Managing Partner

Thrive Wealth Management, LLC

1000 Madison Ave, Ste 208
Norristown, PA 19403-2426

(215) 376-5530

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Our fee schedule starts at 0.25% (per quarter) for the first $500,000 we manage. For additional fee schedule information, go to www.thrivewealth.com

Minimums

HOUSEHOLD INCOME MINIMUM

$200,000

Investable Asset Minimum

$300,000

General

Michael Ptaszenski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Thrive Wealth Management, LLC in Norristown, PA and the surrounding communities.

Financial Advisor Overview

Thrive Wealth Management's mission is to be our clients' personal guide, leading them to financial prosperity every step of the way. We do this through the iThrive Life Planning Process™, a comprehensive and interactive experience leaving you with direction. Clients come to us confused and overwhelmed and leave confident and in control. Thrive Wealth Management Core Values: 1. Clients First 2. Trustworthy 3. Knowledgeable 4. Dependable 5. Emotional Fortitude

Financial Advisor Experience

Mike was fortunate enough to have started his professional career as a relationship manager with SEI Investments: a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. While at SEI, Mike worked closely with investment advisors to grow and manage client wealth. After leaving SEI Investments, Mike joined the newly established office of United Capital Private Wealth Counseling of Philadelphia. While there, Mike was responsible for managing and growing the existing client relationships. In 2013, Mike co-founded Thrive Wealth Management, an independent comprehensive financial planning firm.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Investment Management, Estate Planning, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes