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Today we have an insightful episode featuring Gary Dorfman, 
CEO of Thryve Wealth Management and a thirty-year veteran of Wall Street. Gary’s experience includes leadership roles at major firms like Sanford Bernstein and Robertson Stephens, and he now leads a boutique RIA focused on innovation and tailored solutions for clients. Joining us is your host, Dave Wolcott, author of “The Holistic Wealth Strategy” and a serial entrepreneur dedicated to helping investors build lasting wealth.
Gary brings a forward-looking perspective to wealth management, emphasizing the importance of innovation and customization rather than following traditional, cookie-cutter models. He believes that technological advancements such as artificial intelligence, blockchain, and quantum computing are fundamentally reshaping how we invest and manage portfolios today. Throughout the episode, Gary shares how Thrive’s “core-satellite” approach balances fixed income, tax-efficient equity strategies, and high-growth themes to help clients capture strong opportunities in a rapidly changing financial landscape.
Gary also shares his journey, his passion for serving clients as a fiduciary, and his commitment to continuous evolution in response to market changes. He discusses his approach to planning, diversification, alternative investments, and staying focused amid information overload.
In This Episode
- Gary’s origin story and reasons for creating a boutique, client-focused advisory firm
- How technological innovation and future trends shape portfolio construction
- The importance of diversification, alternatives, and downside protection
- Strategies for integrating liquid markets, real estate, and crypto within a forward-looking, disciplined portfolio
Where the world is going today, where the position is for growth over the next 5 to 10 years, how can I take advantage of it in my portfolio? And through either ETFs, mutual funds, individual securities, privates, whatnot. But if you don’t have— of your growth portfolio, if you don’t have at least 40 to, you know, 50% of it focused on the areas, the strong areas of growth and some of the same themes that we’ve outlined, there’s other areas of growth as well, then as I said before, um, you know, I think you’re just missing out on incredible opportunities.
Welcome to the Wealth Strategy Secrets of the Ultra Wealthy podcast, where we help entrepreneurs like you exponentially build wealth through passive income to live a life of freedom and prosperity. Are you tired of paying too much in taxes, gambling your future on the stock market, and want to learn about hidden strategies for making your money work for you? And now your host, Dave Wolcott, serial entrepreneur and author of the bestselling book, The Holistic Wealth Strategy.
How’s it going everyone? And welcome back to Wealth Strategy Secrets of the Ultra Wealthy. Today we’re diving into how to build a modern portfolio, one that balances liquid markets, alternatives, and forward-looking growth themes in a rapidly changing world. My guest is Gary Dorfman, a 30-year industry veteran who’s worked at major Wall Street firms and now leads Thrive Wealth Management, a fiduciary-focused RIA built around innovation and customization, not cookie-cutter model portfolios. In this episode, we break down Gary’s outlook for 2026, how he structures portfolios using a core-satellite approach where AI, how blockchain and infrastructure fit into long-term growth and how crypto should be positioned within a disciplined allocation strategy. We also discuss fixed income alternatives, downside protection, and how investors can cut through the noise to stay focused on long-term fundamentals. If you’re thinking about how to align public markets with real estate and alternative investments in a more intentional way, this conversation will give you clarity. Gary, welcome to the show.
Dave, it’s great to be here. Good to see you again.
Yeah, it’s a pleasure to have you on the show today and looking forward to really breaking down some of your thoughts in terms of how you see the market kind of unfolding this year, your thesis, and really talking about kind of how you see really liquid investments kind of how someone could build a portfolio that aligns into real estate and alternatives as well. But before we jump into some of those, let’s talk about your origin story and how you really got into financial services and where you are today.
Yeah, definitely. So, it’s been a journey for me spanning, oh, geez, over 30 years now. And you know, I spent the first 20 years of my life really in the big corporate world, institutional portfolio management. Had an opportunity to work with some of the great firms on Wall Street, Sanford Bernstein and Robertson Stephens, where I was able to grow into leadership positions. And I always felt like there was something missing to a certain extent in the big firms, and I felt like there was an inherent conflict of interest. A lot of bureaucracy, more egos than I thought there would be. And, you know, for me, I was really passionate about trying to do something different. And this was back in 2010. Took a little time away from the business, and I realized that the whole idea of being a fiduciary and really positioning yourself as someone that is working to serve your clients and to work in the very best interest of your clients.
And as that is your number one priority and sort of your guiding North Star, if you will, was really the right way to do the business. And so just started deciding to start my own RIA around 2010 and did that in conjunction with developing a strategic relationship with a bigger firm because I knew we needed depth and resources and capabilities a firm called Beacon Point, which has now grown to be one of the largest independent RIA firms in the country. So we had a tremendous amount of success at Beacon, and, you know, for me, that just fueled the fire and the passion to continue to innovate and to do things where we can differentiate and really add significant value to our clients’ lives. And I had a really unique opportunity come my way a little over a year ago. Stride Wealth Management, which is a firm that was founded by Vivek Ramaswamy, who ran for president, decided they wanted— had built a financial services firm, a mutual fund company, and wanted to evolve that into wealth management. And I was selected to come in and run it. It was really one of those opportunities where the whole idea of evolving and innovating was really the core principle or the core tenet of what they wanted to do. So that was incredibly exciting.
Long story short, they decided to become a Bitcoin firm, and that’s where they really wanted to focus all their energy and time. I was able to take the business, the wealth management business, re-envision it, to what we call Thrive Wealth Management now, uh, because I like— as I like to say, rather be thriving than striving. And, um, we’re at a, you know, an incredible inflection point, um, in the business. And, um, you know, the change that’s occurring that is being driven by technological advancements, artificial intelligence, quantum computing, the potential significant transformation of digital currencies, that’s all going to have an incredible impact on how we not only live our lives, but how we conduct businesses. And then from our perspective on how we’re going to invest in the portfolios and how we’re going to work with our clients. So we are building Thrive to be forward-looking, not to be as focused on what happened in the past, but where the world is going now in the future. Wayne Gretzky has that great quote, is you always want to be able to skate to where the puck’s going. And from an investment perspective, that’s certainly what we’re doing.
We’ve created a growth model and we’ve identified themes that we think are going to provide incredible growth over the next 3 to 5 years. They’ve already been really successful over this last year, but those are areas like artificial intelligence, blockchain technology, quantum computing, as I mentioned, the infrastructure grid, water resources, the onshoring of manufacturing in the United States. So these are strategies that we think have tremendous amount of growth potential. And so we’ve structured that to be a core part of our portfolios. And that’s really how we’re looking to the future. So as I said, these are incredible, interesting, challenging times, but I think times where the way wealth management services are being delivered to individual clients, high net worth families, endowments, foundations is changing. And we really have an incredible opportunity to be sort of at the forefront and the cutting edge of that.
So yeah, that’s interesting perspective from that standpoint, Gary. Anything else, you know, you can unpack in terms of your themes that you guys have aligned to? I think it’s quite a unique strategy and really, as you said, forward-looking, right? Kind of headed where the fundamentals are strong, where you’re aligning towards market growth. Anything else you can shed there to really add some, you know, really specific evidence and objectivity into those themes?
Wealth isn’t built by reacting, it’s built by designing.
Well, first I would say the overarching approach for us really still gets down to customization and fundamental, you know, core advanced planning with each client that we work with. So before we even think about what portion of the portfolios would be in this, what we have identified as a strategic growth model of those themes that I just highlighted, the very beginning starting point for us is still really a deep dive of understanding our clients and the unique circumstances. And I think this is another area in which we differentiate. You know, the bigger firms sort of become mass production. You fill out a nice questionnaire, you get put in a model portfolio and sort of you’re on your way. For us, we really spend a lot of time getting to know our clients. What’s most important to them about their wealth, about their money? What are their goals? What are their objectives? What are their plans for their legacy? What does risk look like to them? What does success look like to them? So, it really is a deep dive to first understand what’s most important. We believe strongly that every client is unique and has a unique set of circumstances that they bring to the forefront of what’s important to them and what they’re trying to accomplish.
So, we’re really thoughtful and intentional in the planning part of the process as we’ve talked about before and potentially working with some joint clients. And that, by the way, is a plan that we continually look at and review. It’s not something that is kind of packaged in a pretty bow and then put in the bottom of the drawer. On an annual basis, we, you know, look at the plan, make sure it’s still structured in a way that the greatest potential probability of meeting our client’s goals. Things change, the market changes, and we want to take that into consideration. So that’s the first lens. And then within the context of the overall portfolio structure, we’ve developed what we call a core satellite strategy. Ours, that isn’t a unique term in our industry, but ours is a little bit different in that the core is fixed income and a tax-efficient equity portfolio.
With the advances, as I referenced, in technology, there’s a lot of things that you could do. And, you know, as a smaller, more nimble firm, we’re able to do that. So for example, in our core taxable equity portfolio, we’ve developed a relationship with a firm that has created an algorithm that sits on top of the portfolio and tax manages it on a daily basis. And what that’s been able to do historically is to add a top tax alpha, we call it, or additional turn to a taxable benchmark portfolio. So last year, for example, the S&P 500 was up somewhere around 17%. It was a very good year in the market. Historically, the market since 1926 has averaged about 9.5%. In the last 5 years, it’s been above that as well.
But our tax alpha strategy was up an additional almost 2% from actively managing the tax implications or offsetting gains versus losses. The other core element of our portfolio is on the fixed income side. Traditional fixed income, as you probably know, and many out there do, has been a really difficult place to get any type of total return in the portfolio with rising interest rates. As interest rates go bond prices go down. The last 5 years has been predominantly a rising interest rate environment. If you look at the total return of an intermediate traditional fixed income portfolio, it’s basically flat. And so we use fixed income alternatives with traditional bonds to augment and enhance the portfolio. Things like private credit, which I know that you guys are very focused on as well, short-term bridge loan bonds, venture debt.
So when you look at the total return of our fixed income portfolios over the last 5 years, they’ve been closer to 7% to 8% in a bond market that’s been really difficult. So that’s what we would refer to as the core part of the portfolio. Then we move to the strategic growth, which is the growth model that I shared with you. And if you just look at artificial intelligence, for example, which is you know, you hear about it everywhere, you know, you go today, and what the impact of it, we still don’t know. But what we do believe is there’s going to be clear winners. And we think that artificial intelligence is here to stay. In a recent research report that was put out by the McKinsey Consulting Group, which is one of the top consulting groups in the country, they estimated that that marketplace is going to grow to potentially a $4 trillion marketplace over the next 10 years. Right now, it’s about a $250 billion marketplace.
So where the growth is going to occur, which companies are going to be able to really realize that growth, that’s what a lot of the work that we do in the analysis and structuring of the portfolios. But we think, again, that that’s a really important place to have a good portion of your growth assets invested, along with our other growth themes. I mean, water resources, I mean, that significantly, there’s a always a need for purification and better ways to systemize the process of getting the best water that we can. The electricity grid. I mean, a big part of what people are realizing is electricity is going to drive this new evolution of artificial intelligence. So having participation in the electricity grid, blockchain technology, the accounting methodology, technology-driven way of systemizing the whole crypto infrastructure. There’s a tremendous amount of opportunity there. So these are themes that we believe are not only well positioned for the short term.
Our growth strategy model last year was up, by the way, almost 24% versus the S&P at 16%. So we’ve already seen a significant amount of growth in that portfolio strategy. But we think we’re just early innings and just at the beginning phases of that. So that’s when you look at the core satellite, the strategic growth is an important element. And then finally, an area that I know your firm and you are, you know, a great expertise in as well is alternative investments. And we think alternative investments play an important diversification role in an overall portfolio as a non-correlated asset class. And whether that’s in, you know, gold, whether that’s in venture debt, whether that’s in hedge funds, whether that’s in private equity. Those are all important asset classes that we are going to opportunistically incorporate into an overall portfolio, again, based on each individual client’s objectives and goals.
So hopefully that provides you a little bit more depth of how we’re thinking through the portfolio, overall portfolio construction process for our clients.
Yeah, that was a great overall picture, Gary. Can you talk to us about any downside protection you have in that strategy if there is an AI bubble?
Yeah, I think that the downside protection is the diversification, right? So the fixed income side, if we’re working with the clients that are really focused more on preservation of assets, they’re going to have a greater allocation to fixed income, which will provide the downside protection. We also think that the alternatives in general, as we add alternatives or look at alternatives, we’re looking at alternatives that have low correlations to traditional assets. So I think we’re going to get some downside protection from that component of the portfolio as well.
Yeah, got it. And I know you guys also have some quite a bit of experience on the crypto side. Which is really interesting, right, from a traditional advisement standpoint. Can you give us a little bit about your standpoint on crypto?
Yeah, I mean, it’s— well, first I would say it’s here to stay. Governments throughout the world, cities in the United States are passing legislation that allows it to be part of their reserve, their treasury reserve. Big financial institutions are just really getting into offering it as an investment strategy. So we look at it as digital gold to a certain extent, where it is a hedge against inflation and it’s a hedge against the debasement of the US dollar. But again, we look at everything from an asset allocation perspective. So we typically will look at somewhere between a 3 to 10% allocation in a client’s portfolio. Right now we’re doing it through, you know, some of the ETFs that, you know, exist in the marketplace that are very fluid and liquid. What we are doing that I think is really exciting and another differentiator is we’re looking at creating portfolio strategies that could be beneficial to those clients or investors that have significant concentrated positions in crypto, whether it be Bitcoin or Ether or whatnot.
In creating hedging strategies and/or yield strategies. Many times these investors want to hold on to their, you know, definitely dedicated to the asset class, but they realize it’s not doing anything for them and they want to protect it or they want to be able to get some yield off of it. So we’re looking at futures and different options strategies around that that we think could enhance an overall crypto portfolio. But, you know, from an asset allocation perspective, as I said, we’re around 3 to.
10%.
Which is just in and of that self, is differentiating as a lot of large financial institutions still aren’t allowing their firms or advisors to incorporate it in the portfolio. But, you know, the bottom line is this last year, it’s been a difficult year for Bitcoin specifically. It was down about 6%. It’s down another 20%, 23% this year. But we still think that the long-term growth prospects of Bitcoin are still fundamentally there. If you look at the last 10 or 15 years, it’s been the best performing asset class. And so that gets to the point of one of our fundamental beliefs in portfolio management is you can’t really be focused on the short term. You need to build portfolios that are well positioned for the longer term and what you’re trying to accomplish.
If a client has short-term portfolio needs, which is really less than 3 years, then that will change the overall complexion of the portfolio as it relates how much is allocated to growth assets versus more fixed income or liquid assets. And as I’m sure you’ve heard, and for us, it’s part of our fundamentals portfolio construction is the asset allocation decision is the most important decision that an investor can make. The percentages of assets allocated to equities, fixed income, alternatives, cryptocurrencies, that’s going to drive the majority of the portfolio’s returns and risk characteristics. In fact, in the studies that have come out, it’s 90% of your investment results are determined by the asset allocation decision. So we’re incredibly mindful of what that decision is and review it as I had mentioned before, on an ongoing basis.
Yeah, that’s a good stat right there. So are you bullish or bearish for 2026?
Yeah, it’s gotten off to be a little bit of a rocky start here for sure. But I mean, you know, with all of it, the S&P 500 is up 1.5% this year so far. But yeah, big picture, we’re constructive on the market. You know, we see GDP growth at about 4%. We see corporate earnings growth at 15%. And so, and then on the tailwind of everything that’s happening with, you know, artificial intelligence and the impact that that’s going to continue to have on the market overall, as I said, we’re positive and constructive on the market. You know, there’s always going to be risks out there. There’s the geopolitical side of it.
There’s concerns about, you know, the deficit, unemployment and inflation. And so those are certainly factors that could impact the market. But I would say overall for the next year, we’re pretty positive on the markets.
Many are describing it as the K-shaped economy, right, with people on the upper end doing really well, but then folks on the lower end, right, being challenged. And you’re hearing about layoffs with Amazon just had a big round of layoffs recently. Recently, tech’s kind of going through some of that. A lot of hospitality, retail places are kind of being a little bit challenged. So, do you have any comments in terms of this K-shaped economy and how we can best position ourselves?
Yeah, it’s a good question. And I think that it’s always been there in the United States to a certain extent, but I think it’s becoming more prevalent. And I, you know, we really haven’t looked at, you know, kind of what the mechanisms are behind it. I’m hopeful that we can continue to have government programs and initiatives that can level the playing field to a certain extent, but that’s not an area that we’ve spent a tremendous amount of time. Yeah, got it.
No, I’m definitely aligned with you, Gary, and it’s kind of, you know, one of the reasons, you know, we’ve been talking a lot and really set up a strategic partnership is this alignment, right, in portfolio construction and how alternatives, real estate actually, you know, fit into that full picture. And, you know, I think what really speaks loudly and really helps differentiate you guys is that, you know, bringing that forward-looking view into portfolio construction and alignment with macroeconomic fundamentals are really strong, right? That is where we want to be investing. When you think about it in terms of generations, right? It’s like billionaires are thinking about investing for hundreds of years. Centimillionaires are thinking about things, investing in terms of decades and decades, right? So the more capital you have, the more you need to invest for the future. So, aligning with these strong themes, as you call them, that support those fundamentals, I think gives us really the best chance for delivering alpha in terms of a portfolio. In addition to dynamically managing that, given, as you said, we’ve got changing geopolitics, you never know what’s going on from day to day. We’ve got an incoming Fed chairman. Who’s coming in, which is going to be interesting.
You know, I think crypto is still a new asset. So there’s just, there’s so much noise and I think a lot of that is actually really accelerated by technology through social media these days where it seems like there’s a lot going on, but part of it is just the accessibility to information. So a lot of us as investors, we’re facing this world of almost information overload, right? How do I have clarity in terms of my investing? How do I make the best long-term decisions? So do you have any guidance for investors along those lines in terms of how can you kind of shut out what’s really the noise that’s out there, how to focus on data-driven information that’s really non-biased and relevant to a specific asset class?
Yeah, I mean, it’s a great question. And, you know, we live in a new world. You know, I have 3 children that are in their 20s, and their access to information compared to, you know, what I grew up, when you grew up is just, you know, it’s a different world. And it can be overwhelming and it can be, you know, difficult to kind of, you know, decipher what you should pay attention to and what you shouldn’t pay attention to. You know, for us, it gets back to the fundamental of investing. And one of the greatest investors of our time, Warren Buffett, of course, he was really focused on buying and owning great assets or companies and holding on to them as businesses, as an investor of those businesses for a long period of time. And so I would say that we’re in a, you know, in an interesting time of change. And so understanding, you know, what the different elements of that change are and where it’s going to impact the world and the economy, that’s where I would want to be focused.
And that’s what we’re doing through our strategic growth model. And we’ll continue to evolve it. And I think that’s the first place where you want to be spending time or focusing your attention. The reason I think that our message has resonated so strongly, not only with our clients, but potential new clients, strategic partners, is, you know, because we really are focused on innovation, we are focused on the future and trying to get a better understanding of the changes that are occurring right now, what the impact is on the economy, on the markets, on different companies, on products and goods and services. And so I think that’s the lens that you want to be focused on. And then it’s where do you see the best and greatest opportunities? The one thing that is really, you know, exciting from my perspective is there’s so many ways that you could get access now to these type of investment vehicles. And so whether you’re, you know, a young adult and starting out in the marketplace, there’s a ton of information available and a great way to learn about how to invest. And then there’s great advisory firms like your firm, our firm, I think that really we look at guiding our clients or prospective clients on what makes sense for them based on where they are in their lives and what’s important to them and what they’re identifying for.
So it’s a challenging time from an investment perspective. But I also think that this is going to turn out to be one of the greatest opportunities to invest in change and innovation. That we’ve seen in the history of mankind. I really believe this is— that’s how significant the changes and the growth that we’re going to experience in the next 5 to 10 to 15 to 20 years is going to be exponential to what we’ve seen in the last, you know, 50 or 100 years. And so you really want to look to be— how can you be on the forefront of that? And if it’s even just investing in the big technology companies that are at the forefront of change, like the Microsofts and the Metas and the Apple Computers and the Googles of the world and the NVIDIAs of the world. And there’s great ETFs like QQQ or VGT to invest in those. Those are all going to be strategies that I think over a long period of time are going to be winning strategies.
The investors who win are the ones positioned at the forefront of change.
Yeah. Can you take us through a typical client journey if you were bringing on a new client? Yeah.
So great question. And it’s something that we’ve thought a lot about. As I said, we really focus on customization and really developing a strong relationship with our clients to understand and get to know them as individuals, as people. And so usually we’ll have a couple of discovery meetings, if you will, and those are meetings where it’s just that, just to get to know the client. We have a very detailed questionnaire. I would rather sit down or have one of our advisors sit down with the client instead of having them fill it out because in that process, you’re getting to know that person and their family and what’s really critically important to them or what some of their priorities are, what their goals are, what their pain points are. So we spend a lot of time with that and not to be overlooked, it’s sort of like a consultant or a counselor or a therapist to money for our clients. For everybody, you know, money has a different sort of meaning and connection and connotation.
And we really want to understand that. I mean, I think that’s really important. So from that discovery process, then we’ll get enough information not to do an overall significant financial plan, but enough to come up with a really thoughtful proposal that identifies their important needs, goals, and objectives, and then to make observations and recommendations of what we think would be most beneficial in structuring their assets and financial planning for their assets and tax management for their assets. If they have estate planning or legacy needs, what that looks like, and identify different, you know, ways that we can be helpful in all of that. So and then typically from that proposal, which is very customized and in-depth, then it’s really, is it something that they feel comfortable with and something that they, you know, think can add value to their lives? We look at it as a partnership. And so it’s not us coming in and saying, this is what you should do. It’s, let’s have a conversation based on everything that we understand. This is what we think puts you in the very best position, the highest probability of meeting your goals and objectives.
How do you feel about it? What makes sense? What doesn’t make sense? What can we explain in further detail? And so it’s really through that process then is the decision-making of if they want to move forward with us as being, you know, a client of Thrive Wealth Management and us overseeing either the entire portfolio for them or a part of their portfolio. And that process has turned out to be, I think, extremely productive for, you know, for both sides. For us, in most cases, the result is a new family-client relationship. And for the client, it really gives them a better sense and structure of how they should be thinking about having their assets managed. And I find that, you know, doing this for over 35 years and I’ve done everything from being a financial advisor to, you know, building businesses and creating businesses and running businesses. When things are sort of unresolved, that’s the time when there’s the most anxiety. And so we want to give them a sense of clarity of direction, of a plan, of a thoughtful approach of how they should think about their wealth. And I think when we do that and we deliver on that, which we do, then there’s a great sense of relief in that process.
And then it’s really us coming in and doing our work. And we’re very thoughtful and mindful and intentional. We’ve got a great team that backs us. Our team has over 100 years of experience in all facets of wealth management. So, we bring a lot of depth and resources to deliver on our promise of doing what we think is in the very best interest of each client.
Yeah. And then just going back to the market for a second, any areas that people should be particularly mindful of this year in terms of areas to avoid or really kind of stay close to?
Well, I think that, you know, going back to one of our core strategies, I think it’s really important on the fixed income side that you do get diversification through fixed income alts, private credit, short-term bridge loan funds, venture debt. Having that incorporated in a fixed income strategy I think is important. I think some of the hedging work that you do, real estate, you know, oil and gas, you know, other sort of non-correlated asset classes like, you know, storage and other areas in the marketplace. I think that’s incredibly important to have that incorporated in an overall portfolio strategy. You know, as far as the stock market goes, I think that we’re going to continue to see some volatility as, you know, the administration seems to struggle with creating a message of stability. And so I think that plays into some of the volatility that we’re going to see in the market. But with that said, I mean, that’s why you want to be thoughtful about what your proportion is to growth assets and then have good diversification in those growth assets. But there’s no individual sector.
I mean, we think finance is going to be good. Even though we’ve seen some pullback in technology and software, fundamentally we still think that that’s going to be a good place to be, especially the AI-driven, you know, Mag 7 big stocks that have dominated the marketplace. We’re not pulling back from that at all. And so I think the message is stay well diversified and stay in assets that are non-correlated. And I think the results should be pretty positive going into 2026.
Great. And if you could give just one piece of advice to the audience about how they could accelerate their wealth trajectory.
What would it be? Yeah, great question. I think it’s— and that’s why being at the forefront of the technological change and innovation and advancement I think is critically important for us in how we’re working with our clients. And so as an investor, those are the questions that they should be asking their advisors, or if they don’t have advisors that have a good understanding, but it’s where the world is going today, where the position is for growth over the next 5 to 10 years. How can I take advantage of it in my portfolio? And through either ETFs, mutual funds, individual securities, privates, whatnot. But if you don’t have— of your growth portfolio, if you don’t have at least 40 to, you know, 50% of it focused on the areas, the strong areas of growth and some of the same themes that we’ve outlined, there’s other areas of growth as well. Then as I said before, you know, I think you’re just missing out on incredible opportunities. So, I think that’s where creating wealth from growth and equity investments. And then the other element, as I touched on, is make sure you have the right plan for you.
Planning is critically important. And if you’re young and you have assets and you’ve accumulated wealth and you’re not investing in growth, be. And the other thing that people don’t really look at is we have a lot of executives that are technology firms, and then so do you— how much more technology do you want to invest in? So it’s having that sort of that big picture of their entire financial situation and again creating the right plan based on where they are, what’s most important to them, where their assets are distributed, and then making sure that they have a good exposure to these themes that are so prevalent that are going to be the agents of change through the technology and innovation that we’re seeing. As I said, you know, artificial intelligence, quantum computing, you know, crypto, you know, water resources, infrastructure, grid, onshore— these are. So, these are all really important themes that are, again, changing the entire complex of the way we’re going to live our lives and the way we invest as individuals and companies.
Yeah, really appreciate those insights, Gary. Super helpful and such a great way to really look at things. And again, we’re very aligned in terms of portfolio construction and how you manage non-correlated assets, right, from the market? How can you balance your liquid, uh, you know, portfolio, uh, in addition to, you know, fixed income growth and balancing all that? And to your point of making sure it’s custom for you, right, because everyone has a specific plan. So really appreciate your time and insights and coming on the show today. And if people would like to connect with you guys, what is the best place?
The best place is my website or email directly. It’s gary.dorfman@thryve.com, and it’s with a Y, T-H-R-Y-V-E, WM, Wealth Management, WM.com. And I’m happy to provide it for anybody that maybe writes into the show, but happy to talk to anybody that is related to, of course, you and Pantheon and anything that we can be able to do that would be helpful. And as they’re thinking about investments and planning.
Yeah, I appreciate that, Gary. And so we’ll make sure to get that contact information in the show notes, everyone. And just to kind of reiterate, you know, and really put into place here, we had created a strategic relationship with Thrive and which we’ve been working on for quite a while with Gary. And reason being is because we understand the need for managing, you know, your entire portfolio and the liquid side. And so how can you do that most efficiently? And also having that unique understanding of how can you add non-correlated assets like where we focus on into your portfolio so you can really drive the results that you’re really looking for. So if you reach out to them, please make sure to mention Pantheon or you heard this on the show. Because Gary is going to be able to really take that into consideration and his team in terms of how they, you know, kind of work with you on setting up a portfolio with your financial IQ. So, Gary, thanks again for coming in today.
Really appreciate the time and insights. And, you know, having that really, you know, view that you do, I think it’s quite important, especially where we are. In the economy, in the world, and really trying to invest for the future and understand the fundamentals.
So appreciate it. It’s been my pleasure. And it’s great working with you, Dave, and Pantheon, and just looking forward to many great years ahead. So any client that is a client of yours, we’re happy to work with.
And help in any way we can. Awesome. Thanks again, Gary.
Appreciate it.
All right, have a good day. We’ll talk to you soon. Thanks for listening to this episode of Wealth Strategy Secrets. If you’d like to get a free copy of the book, go to holisticwealthstrategy.com. That’s holisticwealthstrategy.com. If you’d like to learn more about upcoming opportunities at Pantheon, please visit pantheoninvest.com. That’s pantheoninvest.com.