About Us - Thrive Wealth Group

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Built Through Experience. Refined Through Reality.

Thrive Wealth Group Founder, Benjamin Heizer, entered the financial industry focused on helping people solve financial problems with products. Over time, he realized that products alone do not solve problems, and do not necessarily create security. In fact, he observed that decisions made about financial products independently created more stress, and he sought to change that. Life has a way of exposing weaknesses and risks when decisions are made in isolation- and that experience became the foundation of Thrive Wealth Group.

Today, Thrive helps families and individuals design a wealth plan that evolves through each phase of life, providing support and confidence by removing the weaknesses and risks. Coordinating each financial decision and assigning them purpose is what provides clarity and peace of mind. This approach provides clients with simple and aligned strategies that enable them to live life on their terms.

Is Thrive The Right Fit For You?

The people who choose Thrive Wealth Group often have one thing in common: they’ve realized that success isn’t just about building wealth, it’s about making sure every financial decision supports the life they’ve worked so hard to create. They value coordination over complexity, relationships over transactions, and confidence over uncertainty. They want something more than a product salesman or investment management; they want a trusted team that sees the complete picture. If that sounds like the kind of financial experience you’ve been searching for, we’d be honored to welcome you.

Giving You The Confidence To Truly Live

We believe wealth accumulation was never meant to be the destination—it was meant to be the vehicle that helps you live a meaningful life.

That’s why we don’t begin with accounts, investments, or products. We begin with your purpose, your priorities, and your passions. Together, they become the foundation for every financial decision we make.

Through our Unified Wealth Design™ approach, every dollar is intentionally assigned a purpose. Only then does every decision become more intentional. Investments become tools. Income creates freedom. Taxes become opportunities. Healthcare planning protects independence. Estate planning preserves your legacy.

When you know exactly what your wealth is meant to accomplish, uncertainty gives way to confidence. And when your financial strategy is aligned with your life’s purpose, you’re free to spend less time worrying about your money—and more time living the life it was designed to support.

Because at Thrive Wealth Group, our mission isn’t simply to help you manage your wealth. It’s to give you the confidence to Truly Live.