Pantheon Investments And Thryve Wealth Management, LLC Forge Strategic Partnership To Expand Holistic Wealth Strategy For Entrepreneurs And High-Net-Worth Investors
“This isn't a traditional wealth management collaboration,” said Dave Wolcott, CEO of Pantheon Investments.“It's the foundation for a new model of what holistic wealth strategy should look like for the entrepreneurial class.”
Gary Dorfman, CEO of Thryve Wealth Management, said,“The investment landscape is becoming increasingly more complex. Strategic alliances with organizations such as Pantheon Investments enable us to better address our clients' specific goals and requirements, as both firms focus on supporting founders, operators, and independent professionals who value comprehensive planning and aspire to leave a legacy and achieve financial freedom.”
Thryve will maintain operational autonomy while aligning strategically with Pantheon's Holistic Wealth StrategyTM framework and Pantheon Wealth OSTM software platform. The partnership sets the stage for providing the next generation of wealth services through comprehensive value to clients looking to create true legacy wealth in a modern era.
About Pantheon Investments
Pantheon is a platform of alternative wealth designed for the entrepreneurial elite. Through its private equity offerings, Virtual Family Office (VFO), Pantheon Wealth OSTM software, and elite mastermind community, Pantheon helps high-performing individuals achieve freedom of money, time, purpose, and relationships.
About Thryve Wealth Management
Thryve Wealth Management is an independent registered investment advisor providing a fiduciary model that incorporates advanced planning, traditional investments, alternative strategies, and digital currencies. Learn more at.
CONTACT: Media Contacts For Thryve Wealth Management Peter Page VOCATUS... For Pantheon Investments Selah Keleshian...
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