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, we discuss:

• 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

Learn more: https://pantheoninvest.com/episode211 

Get Dave's Free Book: https://pantheoninvest.com/freebook