A robust financial plan is designed to help clients pursue a confident retirement. William Thatcher, founder, president and wealth advisor of Thatcher Wealth Management, helps his clients create plans tailored to their specific needs.

Being a Series 65 investment adviser representative (IAR), life and health insurance licensed and National Social Security Advisor (NSSA) designation holder, William can help lead you through your financial planning process. Couple this with his degree from Calvin University, and you have a knowledgeable financial professional to work with. As an independent Investment Advisor Representative, he is able to offer custom tailored strategies to help you pursue your ideal retirement.

At the start of his journey, William saw success when he founded Anvil, an award-winning company, building plans to help Americans save money.

After his success leading that company, William was inspired to further pursue his goal of serving by focusing on optimal financial strategies for retirement here in west Michigan. William is passionate about giving back to the community by helping clients create confident retirements and lasting legacies as a wealth advisor.

When William isn’t in the office or teaching retirement classes, he enjoys spending time with his wife, Annika, their golden retriever, Benson, and their cat, Lucy. You might also find him volunteering at church, playing tennis, hiking, exercising, reading, or sharing meals with friends.

National Social Security Advisor Certificate Program (NSSA) is a certification created by the National Social Security Association, a for-profit entity. The NSSA Certificate Program grants a Certificate to those who complete the one-day course and pass the proctored assessment. NSSA is independently accredited by The Institute in Credentialing Excellence (ICE). NSSA is not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency.