NEW
Introducing Forerunner™

Your Pathway to Financial Freedom

Born from Strive, our mission remains the same: to build wealth with fierce independence and a focus on the U.S. innovations shaping tomorrow.
We build independent, U.S.-focused portfolios to capitalize the next decade’s opportunities, keeping your wealth working as hard as you do.
We are here to help you achieve true financial freedom—with strategies that are fiercely independent, grounded in your values, and designed for the decades ahead.
Our Story
Our Story
Our Story
Our Story
As the world changes and evolves, investment advisors are confronted with a new reality. What worked not so long ago is becoming outdated and ineffective. Artificial intelligence, quantum computing, digital assets, and a myriad of other technological advancements will have a resounding effect on how we live our lives and the way businesses will compete and win. Thryve Wealth Management moves beyond conventional wealth management using innovative strategies designed to capture the new frontier of investing while upholding strong fiduciary standards and core values.
With a combined experience of over 100 years in wealth management, our team came together to establish Strive’s Investment Advisory business based on the principles of American Capitalism. As Strive shifts its focus to becoming a Bitcoin Treasury firm, our team is launching Thryve Wealth Management to ensure full independence with an unwavering commitment to deliver excellence in every way we care for our clients’ financial lives.
Our goals remain the same—to guide clients as their trusted advisor to achieve True Financial Freedom so they can live with confidence and purpose.
Your Opportunity
Portfolios to protect what you’ve built and capture the growth that will define the next decade
At the core of our portfolios are tax-efficient, U.S.-focused holdings that draw strength from American innovation and governance. Around them, we add select high-growth themes such as AI, energy infrastructure, water resources, blockchain, and—where appropriate—Bitcoin. We complement these with alternative assets and traditional income strategies to diversify and preserve wealth.
Tax efficient holdings
US-focused investments
High growth themes
Our Commitment

A world class wealth management organiztion

We invest with conviction in American Exceptionalism and the forces shaping tomorrow, acting as a fiduciary to provide you with forward-looking, customized strategies tailored to your individual needs.
The American advantage
We focus on the U.S. market where innovation, governance, and resilience give long-term investors a structural edge.
Investing in the future
Position your wealth for tomorrow's opportunities, from AI and infrastructure to water resources, blockchain, and beyond.
Planning that adapts
Your strategy evolves with your life, your goals, and the economy, keeping every part of your financial world moving in sync
Personalized to you
Independent advice with no proprietary products, trading commissions, or hidden incentives—every choice is made in your best interest
Our Mission

What Sets Us Apart

Thryve represents more than just a name; it is the embodiment of our core values and philosophy. Our purpose is to guide clients in their pursuit of Financial Freedom, recognizing that the experience of the journey is as meaningful as reaching the destination. At the core of defining and achieving Financial Freedom is a bespoke planning process and an innovative investment strategy focused on tax efficiency and portfolio strategies that are centered around where the world is going, not mired in the past. Our success is only measured by our client’s success.
We invest with conviction in American Exceptionalism and the forces shaping tomorrow, acting as a fiduciary to provide you with forward-looking, customized strategies tailored to your individual needs.
Fiercely Independent
No proprietary products. No hidden incentives. Only strategies in your best interest.
Client-Centric Planning
Every relationship starts with understanding your goals, values, and legacy—then building around them.
American Exceptionalism
Focused on U.S. markets where innovation, governance, and resilience give long-term investors a structural edge.
Investment Approach
Portfolios built for tax efficiency and integrating thematic growth opportunities, including Bitcoin and innovative hedging/yielding strategies for large concentrated crypto positions.
Services & Capabilities

Services & Capabilities

Tailored strategies and forward-looking insight ensure every aspect of your financial life is aligned, adaptive, and working toward the future you envision.
Investment Management
Independent, research-driven portfolios built around your goals and risk tolerance—with an emphasis on forward-looking opportunities, tax efficiency, and the enduring strength of U.S. markets. Allocations adapt as markets shift, so your strategy remains relevant.
Wealth Planning
Personalized planning that evolves with your changing needs. From retirement planning to cash flow management, our flexible approach adapts to your life’s goals. Our planning process brings every part of your finances into one clear view, helping you build a path to economic independence and see progress towards your goals in context so you can measure progress toward what matters most—and refine your path as needed.
Estate & Tax Planning
We work with your legal and tax advisors to help preserve wealth and align your legacy with your values.
Partner Services
Your wealth affects all aspects of life. When you need expertise beyond investing and financial planning, we partner with other professionals and coordinate the best solutions. Our partner services include private banking, insurance, family governance, philanthropy, and real estate consulting.
Services & Capabilities

Services to shape your success

We combine tailored strategies with forward-looking insight to ensure every aspect of your financial life is aligned, adaptive, and working toward the future you envision.
Investment Management
Independent, research-driven portfolios built around your goals and risk tolerance—with an emphasis on forward-looking opportunities, tax efficiency, and the enduring strength of U.S. markets. Allocations adapt as markets shift, so your strategy stays relevant.
Financial Planning
We bring every part of your finances into one clear view, set priorities, and adjust as conditions change. You'll receive aggregated reporting so you can see all your wealth, income, and assets in one place, and goals-based reporting so we can measure progress toward what matters most and refine your path as needed.
Estate & Tax Planning
We work with your legal and tax advisors to help preserve wealth and align your legacy with your values.
Partner Services
Your wealth touches every part of life. When you need expertise beyond investing, we connect you with trusted professionals so your financial, legal, and personal plans work together—always with you in control. Partner services include private banking, insurance, family governance, philanthropy, and real estate consulting.
INSIDE FORERUNNER™

Start bold. Stay different.

Forerunner™ isn’t just a template — it’s a design system built for serious brands that scale. Crafted to be flexible, fast, and future-focused — it helps you make a statement and stay ahead.
Template combines a sleek aesthetic with user-friendly features. It’s perfect for anyone looking to make a lasting first impression.”
Klaudia Czarna
CEO — Superior Space®
Leadership

Meet the Team

Gary K. Dorfman
Chief Executive Officer
Randol W. Curtis, CFA
Chief Investment Officer
Laura Brady
EVP, Business Development
Eric Callahan, CFP®
Director, Financial Planning
John Bell
Financial Advisor
Nicole Saragosa
Vice President, Operations
Adam Montanez
Senior client services representative
Our story

At Thryve, we believe in championing American excellence, free-market capitalism, and innovative thinking — all in service to clients. We approach wealth management as a fiduciary model grounded in transparency, forward-looking strategies, advanced financial planning, and a relentless commitment to client service.

Ariel Jędrzejczak
Designer of Forerunner™
Thought leadership

What We're Talking About

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FAQ

Common
questions

Is coding knowledge required to customize Forerunner™?

Nope. Forerunner™ is fully built with Webflow’s visual Designer in mind. You can change layouts, colors, fonts, and content without writing a single line of code. If you do have coding skills, you’ll find it easy to go deeper and tweak advanced elements via custom code blocks.

Does Forerunner™ support e-commerce functionality?

Yes. Forerunner™ is 100% compatible with Webflow’s e-commerce features. You can set up product pages, shopping carts, and checkout flows with full design freedom and zero friction. Perfect for launching your store or upgrading your current one.

Can I import my own fonts and branding?

Absolutely. Forerunner™ is designed to adapt to your brand. Upload custom fonts, adjust color palettes, and tailor typography settings directly in Webflow to match your visual identity perfectly.

How do I get support if I need help?

You’re covered. Every purchase comes with access to detailed documentation, a support contact, and updates. If you run into issues, you can reach out via email or check the included guide for quick answers.

Does Forerunner™ ensure my website will be fully responsive on all devices?

Yes. Forerunner™ is built with responsiveness in mind across all screen sizes. From mobile to widescreen, every section has been carefully crafted to adapt seamlessly—no extra effort required.

How do I optimize my website for better SEO?

Forerunner™ is SEO-ready out of the box. Clean semantic structure, optimized headings, editable meta tags, and fast-loading visuals make it easier for your site to rank. You can also add alt text, custom slugs, and integrate tools like Google Analytics or Search Console without hassle.

Contact

Ready to Invest in Your Future?

Whether you’re engaging with an advisor for the first time or moving on from one who didn’t prioritize your financial interests, it all begins with getting to know each other.
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