Steve Erfle

Fondateur chez Thrive Wealth Management LLC

Profil

Mr. Stephen P.
Erfle is a Managing Partner at Thrive Wealth Management LLC.
He counsels individuals and families in all facets of financial planning.
This includes investment management, retirement planning, charitable giving, risk management, tax planning, estate planning, and divorce consulting.
He is passionate about helping his clients go from confused and overwhelmed to confident and in control.
Mr. Erfle began his professional career as a relationship manager with SEI Investments, a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management.
At SEI, he assisted investment advisors, investment managers, institutional investors and affluent individuals create and manage wealth.
He then moved on to Legacy Advisors to help expand and deliver holistic financial planning.
He worked directly with Legacy’s ultra high net worth clients to help them accomplish their objectives regarding family, lifestyle, business continuity, asset planning, and ultimate estate distribution.
After Legacy Advisors, he accepted an opportunity to team up with United Capital Private Wealth Counseling to grow their wealth management services in the Philadelphia area.
At United Capital, he successfully established many relationships with high net worth individuals and helped them progress towards and realize their goals by focusing on what matters and what they can control.
After years of valuable industry experience, he co-founded the firm in 2013.
He completed his undergraduate work at Ursinus College (BA in Economics) and graduate work at Saint Joseph’s University (MBA in Finance).

Postes actifs de Steve Erfle

Sociétés	Poste	Début
Thrive Wealth Management LLC	Fondateur	01/01/2013

Formation de Steve Erfle

St. Joseph's University	Masters Business Admin
Ursinus College	Undergraduate Degree