Episode 13: Building Wealth, Finding Happiness: The Thrive Wealth Management Approach

Building Wealth, Finding Happiness: The Thrive Wealth Management Approach Welcome to Episode 013 of Sterling Insights:  Sterling Insights: Stand Out & Supercharge Your Assets, hosted by Roger Silk.  In this episode, Roger sits down with Steve Erfle and discusses Thrive Wealth Management’s focus on client relationships, tailored strategies for executives, and using wealth for happiness and impact. Steve Erfle, CFP® and CDFA®, is a financial planner helping individuals and families gain confidence in managing their wealth. With experience at SEI Investments, Legacy Advisors, and United Capital, he has advised high-net-worth clients on comprehensive financial planning. In 2013, he co-founded Thrive Wealth Management, a fiduciary firm focused on personalized, client-first strategies. Here are some highlights from the episode:·         Steve emphasizes the importance of cultivating genuine connections with clients. He explains establishing a deep and meaningful bond with clients goes beyond just financial transactions, leading to more rewarding and impactful interactions. Bullet·         Steve discusses why a well-structured plan with diversification and tax strategies can help reduce the risks of concentrated positions.·         Steve explains donor advised funds offer a flexible and tax-efficient way for individuals with concentrated assets to support charitable causes. Connect with Steve:Website: https://thrivewealth.com/ Facebook:  https://www.facebook.com/thrivewealth/ LinkedIn:  https://www.linkedin.com/company/thrive-wealth-management-llc/ Connect with Roger:Website:  https://www.sterlingfoundations.comFacebook:  https://www.facebook.com/sterlingfoundations/Twitter:  https://x.com/SterlingFndMgt?mx=2LinkedIn:  https://www.linkedin.com/company/sterling-foundation-management-llc/ Learn more about your ad choices. Visit megaphone.fm/adchoices