Thatcher Wealth Management

Overview

Thatcher Wealth Management is organized as a limited liability company that provides financial planning and portfolio management aimed at individuals and small businesses. The firm charges fees as a percentage of assets under management, indicating an asset-based advisory model rather than hourly or flat-fee planning only. It is not identified as an active ESG investor and is not registered as a multi-state adviser. The firm lists an affiliation with an insurance company, which can shape its product mix and distribution — for example, integrating insurance wrappers or working closely with carrier-backed solutions alongside traditional investment accounts. Thatcher Wealth Management is classified as unclassified in available records and is not identified as a capital allocator, pension consultant, or related adviser in those records.

Assets & Accounts

Location & Offices