ABOUT US
The story behind Thrive.
Financial advising is really just another form of coaching.
Mindy Perez is the founder of Thrive Advanced Wealth Management, an independent wealth management firm built around a simple belief: wealth should do more than grow – it should create the freedom, confidence, and opportunity to live a life of purpose and possibility.
For more than a decade, Mindy has helped individuals, families, and business owners navigate the complexities of wealth, retirement, protection, and long-term financial decisions. Her approach is rooted in comprehensive fiduciary guidance, thoughtful planning, and a genuine desire to understand the people behind the numbers.
Mindy began her financial services career with Smart Financial in late 2013. Over the following decade, she became an integral part of the firm's growth, developing deep relationships with clients and helping shape the planning and service experience they came to rely on. In January 2024, Mindy purchased the firm's client relationships and business assets, creating an opportunity to carry forward the relationships and experience she had helped build while beginning to shape something uniquely her own.
That next chapter became Thrive Advanced Wealth Management.
Series 65 licensed – Investment Advisor Representative (Fiduciary)
RICP® – Retirement Income Certified Professional
B.S from Brigham Young University
Life & Health Insurance Licensed
*Check the background of this investment professional on SEC IAPD
The name Thrive reflects what Mindy believes financial planning is ultimately about. Success is more than a portfolio balance or a retirement account. It is having the confidence to make decisions, the freedom to pursue what matters most, and the ability to use what you have built to create a meaningful life.
Advanced wealth management isn't about making things more complicated. It's about seeing the whole picture, thinking further ahead, and bringing greater clarity to important financial decisions. It means looking beyond the investment account to understand how everything works together – and helping clients make thoughtful choices for where they are today and where they want to go next.
Long before entering financial services, Mindy was drawn to helping people grow. As a personal trainer and health coach, she learned that meaningful change rarely comes from a single decision. It comes from understanding where you are, defining where you want to go, creating a realistic plan, and having someone beside you along the way. That coaching mindset continues to shape how she works with clients today.
Mindy listens first. She believes good advice begins with understanding a client's priorities, concerns, values, and hopes for the future. From there, she helps bring the pieces together – creating a clear path forward, simplifying complex financial decisions, identifying and preparing for risks, and helping clients follow through with confidence. Investments are an important part of that picture, but they are never the whole picture.
For Mindy, this perspective is personal. She and her husband are raising four children while navigating the ordinary chaos and unexpected challenges that come with family and life. Along the way, personal loss and seasons of significant challenge have deepened her appreciation for what matters most: family, faith, health, meaningful relationships, and financial security.
Those experiences have shaped the way she sees her role. Wealth planning isn't simply about preparing for a financial future. It is about helping people prepare for life – and giving them the confidence to make the most of it.
Mindy holds a bachelor's degree from Brigham Young University, a Series 65 license, and Life & Health Insurance licenses. She is also a Retirement Income Certified Professional® (RICP®), reflecting her specialized focus on helping clients develop thoughtful and sustainable retirement income strategies.
