Personalized financial planning and investment management to help you reach your goals—retirement, education, tax efficiency, and wealth preservation.
Thryve Wealth Management, LLC provides independent, client-first advice across investments, retirement, and holistic financial planning for families and business owners in Santa Barbara and beyond.
Address: CHAPALA #2, Santa Barbara, CA 93101, United States • Email: info@dalverina.shop • Phone: +1 (805) 872-4585
Goal setting, budgeting, cash-flow, and risk management with a clear, actionable plan.
Diversified portfolios aligned to your timeline and risk tolerance with ongoing monitoring.
Tax-efficient saving, withdrawal planning, 401(k)/IRA reviews, and college funding.
Work alongside your CPA/attorney to optimize taxes and legacy planning.
We learn about your goals, values, and current financial picture.
We build a tailored roadmap across investments, risk, taxes, and cash-flow.
We execute the strategy with disciplined portfolio management.
We meet regularly to adjust as your life evolves.
We act in our clients’ best interest and provide transparent, advice-driven guidance.
Simple, transparent pricing based on the services you need. Ask us for a quote.
Yes. We serve clients across the U.S. via secure virtual meetings.
📧 Email: info@dalverina.shop
📞 Phone: +1 (805) 872-4585
📍 Address: CHAPALA #2, Santa Barbara, CA 93101
Hours
Appointments outside hours available upon request.
This website is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. All investing involves risk, including possible loss of principal.