David Maigret
Navigate Retirement With Confidence
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Serving Clients Nationwide
Navigate Retirement With Confidence
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About David Maigret
David Maigret's passion for his métier - overseeing how families attain and maintain financial security - stems from childhood adversity. David's father, a WW2 veteran working in military intelligence for the Air Force, eventually became overwhelmed trying to support his six children and his wife, a stay-at-home mom.Born in Novato at Hamilton Air Force Base, David watched his father working 12 to 14 hour days and still not earning enough to maintain the family. David always thought that lack of money lay behind his parents' divorce. In retrospect he realized that things would have been quite different had there been someone to help guide his family through their financial pitfalls. This experience became the prime motivation for his choice of career: to spare families the toll that lack of knowledge about finances can take on a household, and to help them manage their money productively.
The only one in his family to graduate from college, David matriculated from the University of San Diego, where, in addition to his studies he performed as an offensive linemen. Tough and disciplined, he brought his business to the next level and started his own advisory office. Married for 17 years to his wife, Erika (born in Hungary), David has two children: a girl of 15 and a boy of eleven. Both kids already exhibit their father's iron discipline when it comes to sports and education.
David is an experienced professional, a steady hand with over 30 years of helping families manage their money. Clients include successful Silicon Valley venture capitalists, Olympic gold medalists, economic advisors to the governor's office, professors and university administrators, military veterans, doctors, dentists, and executives in tech and biotech. His client relationships stretch over decades, not years. Loyalty is his watchword.
When reviewing portfolios, David calls himself a "mean reversionist" and a student of history. He asserts that everything repeats itself. Whether it's learning from his own or others' mistakes or investing in a restaurant in Paris, he is quick to profit from the lessons learned.
His motto: "Trust is Earned."
Primary Location
499 Middlefield Road, Palo Alto, CA 94301
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Thriving Asset Management
At Thriving Asset Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Primary Purpose
I invite you to discover and experience the power of our services.
No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, I strive to anticipate and address those situations as they occur. I want to keep you on track toward a meaningful and purpose-driven financial future.
I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I look forward to speaking with you.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Thriving Asset Management is not affiliated with Kestra IS or KPWS.
This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact our Compliance department at 844-553-7872.
Education
University of San Diego, Bachelor’s of Business Administration, Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dentists
- Dual Income Family
- Educators
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Physicians
- Technology Professionals
- Veterans
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