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!. 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 wealth.
03
Financial Independence
Creating a values-based strategic and holistic plan helps you see the big picture, which is necessary to reach your goals and realize your unique vision. This is a crucial step towards true financial independence. With proper long term strategic planning, true financial independence 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 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.
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.
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
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.
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
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.
Transparent and Straight Forward Pricing
Fees
Plan Wise and Thrive
Our holistic planning process is built around you and your families 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 is 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 preparation for our W-2 and K-1 Doctors, Health Care Professionals and Real Estate Investors starting at $329 a month.
Private Practice & Business
Comprehensive strategic tax planning and preparation for your Personal and Private Practice , S – Corporation, Partnership or Sole Proprietorship starting at only $399 a month.
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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.