Michael Ptaszenski

Michael Ptaszenski is the Co-Founder and Managing Partner at Thrive Wealth Management, LLC in Oaks, PA. In this leadership role, he is responsible for guiding the firm's wealth management strategy and ensuring clients receive personalized financial planning and investment advice. His approach centers on simplifying complex financial decisions for individuals and families, helping them achieve long-term financial milestones with confidence.

With a career spanning over 15 years in the financial services sector, Michael previously served as a Wealth Adviser at United Capital Financial Partners, Inc. and as Relationship Manager in the Advisor Network at SEI Investments. At Thrive Wealth Management, he focuses on comprehensive financial planning, including investment management, retirement, tax and estate planning, and risk management, primarily serving individuals and families.

Michael holds an MBA in Finance from Saint Joseph’s University and a BSBA in Finance from the University of Pittsburgh, along with the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. His notable achievements include co-founding Thrive in 2013 and helping clients navigate complex asset allocation and wealth preservation strategies, with a particular emphasis on diversified portfolio management across public equities, fixed income, and retirement planning solutions.