We Are Reinventing Planning*

*The Current Model Is Broken
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Let’s Keep This Simple

We built our strategic advisory firm to help our members achieve three simple objectives

01

Lower Taxes

The real secret to paying less in taxes is comprehensive year around strategic planning. At Thrive Wise Advisors we take a very broad approach to planning. We work with our members to create a  strategic tax-saving plan that is implemented throughout the year to minimize overall tax obligations and increase wealth.

02

Greater Wealth

A wiser approach to wealth creation. If you want to minimize your tax burden and maximize your wealth. The first step is knowing the rules of the game and realizing that all aspects of your financial life have a tax component. That is why we take a holistic values based approach to help you make the most of your resources.

03

Financial INDEPENDENCE

Creating a values-based strategic and holistic plan helps you see the big picture. We take a unique, honest approach – one that’s engaging, transparent, and helps you get real about your financial goals. With proper long-term strategic planning, true financial freedom may be closer than you ever imagined.

Experience a Wiser Path to Wealth

Thrive Wise Advisors is a better type of strategic tax advisory and financial life management firm. Dedicated to delivering maximum value to a select group of medical professionals that strive for both financial security and lifestyle independence. Your experienced team at Thrive Wise Advisors is committed to helping you take control of the amount of tax you pay, achieve financial freedom, and live your best life. We believe you and your family deserve proactive, in-depth one-on-one holistic planning advice from experienced and dedicated advisors.  What you should expect from your accountants and advisors is all about to change.

a holistic approach to tax and financial life optimization.

It Begins with a purpose that is greater than money.

 

What We Do

Holistic Tax Planning

We work one on one with you to develop a personalized dynamic wealth building tax plan designed specifically for you that considers how a decision in one area of your financial life impacts the bigger picture.

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Financial Life Optimization

We don’t manage your money, we help you build it.  Financial Life Optimization means making clearer, more effective, more honest choices. Because when you can make better choices, you can have the financial life you have worked so hard for.

Proactive Tax Preparation

Our members pay the least amount of tax possible because our tax experts go beyond simple compliance and proactively recommend and implement easy to understand advanced tax reduction strategies that most CPA’s miss.

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Real Estate & Business Income

The tax code is full of tax-saving and wealth-building advantages specifically for business owners and LTR and STR real estate investors. When it comes to paying less in taxes and building wealth – The most powerful strategies include real estate and business ownership.

Who We Do It For

Physicians

 

 

Dentists

 

 

Private Practice

 

 

How We Do It

personal tax accountant

1 on 1 Personalized Advice

Personalized Planning is what we do at Thrive Wise Advisors. Experience has thought us that it’s not just about taxes—it’s about your entire financial life. Your personal advisor will work with you directly to create a financial roadmap and help you keep more of what you make and live your best life.

year round tax support

Unlimited Advisor Support

Other firms work with you for a month or two a create a static tax plan. Our process is different. We have developed a dynamic year-round ongoing planning process. One based on the life you want to lead to ensure you are always making your best tax-reducing and wealth-creating decisions.

innovative tax strategies

Innovative and Proactive Strategies

Most CPA’s lack the experience and training to do high level proactive tax planning for high income earners and real estate investors. Our proactive custom designed strategies leverage the benefits of the tax code, so our members reduce the amount of taxes they owe, increase their cash flow and grow their wealth.

year round tax support

Transparent and Straight Forward Pricing

Fees Matter. We are often asked: How can your fees be so low? Maybe the better question is why are their fees so high? No hourly rates – No courses – No good, better, best sales pitch and No surprises. One all inclusive monthly fee for on-going expert strategic tax planning and professional tax preparation for both business and personal.

Plan Wise and Thrive

Our holistic planning process is built around you and your family’s unique life, values and goals. Grounded in the belief that comprehensive advice and service should be as unique as you are. Each of our strategic wealth building tax plans are custom designed to your specific and unique circumstances taking into account income, cash flow, investment assets, short term goals, long term objectives, personal vision, and other factors.

 

Customized Strategic Tax Panning

Preparation of Your Personal Tax Returns

Preparation of Your Business Tax Returns

Targeted Wealth building Strategies

Concierge Level Service and Support

Unlimited Strategy Sessions

Financial Independence Planning Strategies

Estate Planning And Family Legacy

Integration of Tax, Real Estate and Planning

One All-Inclusive Monthly Fee

A HIGHER LEVEL OF COMPLEXITY REQUIRES A HIGHER LEVEL OF EXPERIENCE

 

Private Client & Business Memberships

Private Member

All-inclusive proactive and strategic tax planning and tax return preparation for our W-2 Doctors, Health Care Professionals and Real Estate Investors starting at $399 a month.

Private Practice & Business

Comprehensive strategic tax planning and tax preparation for your Personal and Private Practice, S – Corporation, K-1 Partnership or Sole Proprietorship starting $499 a month.

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©2024 Thrive Wise Advisors LLC. This website is operated and maintained by Thrive Wise Advisors LLC. All rights reserved.

 

 

Thrive Wise Advisors LLC

701 N. Green Valley Pkwy.

Suite 200

Henderson, Nevada 89074

Email: info@thrivewisetax.com

Phone: 702-805-2006

Serving A Select Group Of Health Care Professionals Nationwide

The Content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.