Founded by William Thatcher, Thatcher Wealth Management is dedicated to helping individuals and families achieve their ideal retirements.
FOUNDER, PRESIDENT & WEALTH ADVISOR, nssa
A robust financial plan is designed to help clients achieve a successful retirement. William Thatcher, founder, president and wealth advisor of Thatcher Wealth Management, helps his clients create plans tailored to their specific needs.
Being a Series 65 investment adviser representative (IAR), life and health insurance licensed and National Social Security Advisor (NSSA) designation holder, William can help lead you through your financial planning process. Couple this with his degree from Calvin University, and you have a knowledgeable financial professional to work with. As an independent Investment Advisor Representative, he is able to offer custom tailored strategies to help you achieve your ideal retirement.
At the start of his journey, William saw success when he founded Anvil, an award-winning company*, building plans to help Americans save money.
After his success leading that company, William was inspired to further pursue his goal of serving by focusing on optimal financial strategies for retirement here in west Michigan. William is passionate about giving back to the community by helping clients create successful retirements and lasting legacies as a wealth advisor.
When William isn’t in the office or teaching classes on retirement, you’ll find him volunteering at church, playing tennis, hiking, exercising, reading or breaking bread with friends and family.
*Start Garden (SG) is a paid membership organization comprised of professionals of varying specialties. SG is a 501(c)(3) non-profit organization whose focus is to provide financial education to individuals, businesses, and organizations through member professionals. The SG logo and/or trademarks are property of their respective owners and no endorsement of William Thatcher or Thatcher Wealth Management is stated or implied.
National Social Security Advisor Certificate Program (NSSA) is a certification created by the National Social Security Association, a for-profit entity. The NSSA Certificate Program grants a Certificate to those who complete the one-day course and pass the proctored assessment. NSSA is independently accredited by The Institute in Credentialing Excellence (ICE). NSSA is not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency.
Aubrey is our internal processor and office administrator. Aubrey's focus is on the clients and how to help facilitate the application process.
With a finance degree, Aubrey has a strong rooted background in customer service and finance. She enjoys connecting with clients and ensuring their onboarding experience and servicing run as smoothly as possible. We know here at Thatcher Wealth Management experience can make all the difference in the world and we take the utmost care to apply that knowledge for our clients.
When not in office, Aubrey loves spending time with her husband and two kids.
Aubrey has a background in food and loves to bake and spend quality time with her family while doing so. As a family, they enjoy traveling, biking, music, and being outdoors together.