- ABOUT THRIVE ADVANCED WEALTH MANAGEMENT
You've built something real.
Let's make the most of it.
Thrive partners with individuals, families, and business owners to simplify financial complexity through comprehensive fiduciary guidance. Helping clients build wealth, protect their success, and create lasting financial confidence. Independent, based in Utah Valley, and serving clients nationwide.
FIDUCIARY, ALWAYS
SERIES 65 LICENSED
ORION TOWNSQUARE CAPITAL
SINCE 2013
UTAH VALLEY + NATIONWIDE
THRIVE ADVANCED WEALTH MANAGEMENT
What changes when someone has your back.
In Your Corner
As a fiduciary, Mindy is held to your best interest, never a product or a quota. The advice you get is the advice she believes is genuinely right for you, explained in plain language you can act on.
The whole picture
Real planning connects every piece. Thrive coordinates your retirement income, investments, taxes, and estate plan into one cohesive strategy backed by professional investment management through Orion’s TownSquare Capital.
Been There Too
Mindy has spent more than a decade guiding clients through strong markets and shaky ones, and through the personal turns life takes. She stays with you as your plan and your needs change.
YOU ARE NOT ALONE IN THIS
These decisions are never only about money.
They are about the people you love and the life you have worked to build.
Financial decisions rarely exist in isolation. Whether you're building wealth, preparing for retirement, navigating a major life transition, or simply wondering if you're making the right financial choices, it's normal to want a trusted guide. You deserve more than someone who manages your investments - you deserve an advisor who sees the bigger picture, tells you the truth, and helps you make confident decisions through every stage of life. With more than a decade of experience serving individuals, families, and business owners, Mindy Perez partners with clients to simplify complexity, provide thoughtful guidance, and help them move forward with clarity and confidence. You don't have to navigate it alone.
WHAT WE DO
Advanced strategies, coordinated into one plan.
Every plan is built around your goals, never a template. Here is where Mindy goes to work.
01
Retirement Planning
Comprehensive retirement income planning and asset allocation designed to maximize sustainable cash flow throughout retirement. For pre-retirees and younger investors, strategic accumulation planning built around tax efficiency, diversification, and long term growth.
02
Investment Management
Fiduciary investment management guided by a Series 65 licensed advisor, with access to institutional level resources through Orion's TownSquare Capital. That includes professional portfolio management, research, trading, and ongoing oversight.
03
Advanced Tax Planning
Tax efficient account structuring and withdrawal strategies, Roth conversion analysis and implementation, charitable and philanthropic giving strategies, and tax planning support for real estate transactions and other major financial decisions.
04
Insurance & Annuity Solutions
When it fits your situation, insurance and annuity strategies can add income protection and family security, long term care planning, guaranteed lifetime income in retirement, and principal protection with tax deferred growth.
05
Estate & Wealth Transfer Planning
Tax conscious wealth transfer strategies, estate plan coordination, and beneficiary review, with steady guidance for your beneficiaries through the wealth transfer process.
HOW IT WORKS
Getting started is simple.
1
Start with a conversation
Schedule a complimentary visit. We talk through where you are, where you want to go, and what a good life looks like to you. No pressure and no obligation, and from the first call you are working with a front office that knows your name and your story.
2
Build your plan
Mindy and her team at Thrive design a strategy that fits you, coordinating retirement, investments, taxes, and estate around your actual goals. Behind her, a full back office handles investment management and compliance, so nothing falls through the cracks.
3
Thrive with a guide
Put your plan into motion and keep it thriving. With Mindy and the team alongside you for the long run, you can confidently navigate the turns of life. Additionally, when your plan calls for it, we bring in trusted specialists in tax, legal, Medicare, or other areas so every part stays connected.
See if Thrive is right for you.
Most of our clients come to us through someone they trust. A complimentary visit is the easiest way to see if we're the right fit. No cost, no pressure.
Prefer to talk now? Call (385) 575-1000