Thrive Financial Services

Thrive Financial Services Our purpose is to educate & empower people families and businesses to make wise financial decisions.

As a financial services leader we continuously strive to educate our clients to preserve, protect and grow their wealth by utilizing advanced financial strategies. We make a difference by providing the tools our clients need to feel confident that they are making the best financial decision for their needs. At Thrive, we are able to bring great insight and perspective backed with an educational ap

proach to insurance services, retirement and legacy planning, social security optimization, mortgage services and tax planning needs.

💼 Today we honor the dedication, talent, and hard work of employees across the nation. Wishing you a relaxing and well-d...
09/07/2026

💼 Today we honor the dedication, talent, and hard work of employees across the nation. Wishing you a relaxing and well-deserved Labor Day!

We’ve been keeping something under wraps… 👀And on Tuesday, we finally get to share it with you.It’s something we’ve been...
09/05/2026

We’ve been keeping something under wraps… 👀

And on Tuesday, we finally get to share it with you.

It’s something we’ve been working on behind the scenes for a while—and we can’t wait to show you what’s next for Thrive.

Any guesses?

📅 Big announcement coming Tuesday.

Stay tuned.

We’ve heard the question more than a few times…“Whatever happened to your radio show?”For years, Live with Thrive gave u...
09/04/2026

We’ve heard the question more than a few times…

“Whatever happened to your radio show?”

For years, Live with Thrive gave us a place to talk about retirement, share our perspective, and have conversations we believed people needed to hear.

Since the show ended, many of you have asked if we’d ever return to the airwaves.

Well… we’ve been working on something. 👀

A new chapter is coming.

Stay tuned.

What if the biggest retirement surprises aren’t the ones you expect?From income and taxes to healthcare and your overall...
09/03/2026

What if the biggest retirement surprises aren’t the ones you expect?

From income and taxes to healthcare and your overall financial plan, there are important questions worth considering before you retire.

Join us for an educational workshop and learn more about the key areas that may impact your retirement journey.

Retirement Tip: When an investment held for more than one year is sold at a profit, the gain is typically taxed as a lon...
09/01/2026

Retirement Tip: When an investment held for more than one year is sold at a profit, the gain is typically taxed as a long-term capital gain. Long-term capital gains tax rates are generally lower than ordinary income tax rates. For retirees with taxable brokerage accounts, understanding how capital gains are taxed — and how they interact with other income — can be relevant to overall tax planning.

We're excited to have Sydney Ralston join our team as Operations Manager. Learn more about Sydney below.Sydney joined Th...
08/31/2026

We're excited to have Sydney Ralston join our team as Operations Manager. Learn more about Sydney below.

Sydney joined Thrive Financial Services in August 2026 as Operations Manager, bringing more than 15 years of experience supporting operations in the financial industry. Her experience includes running the business of a solo financial advisor, and managing all operations for a financial education company’s King of Prussia location. She’s excited to join Thrive and help empower both the team and clients.

Outside of work, Sydney enjoys spending time with her family, her dog Mali, cooking, and reading. She’s in the middle of a Read Around the World journey, and is always open to book recommendations.

Retirement Tip: An emergency fund is a cash reserve set aside for unexpected expenses such as medical bills, home repair...
08/25/2026

Retirement Tip: An emergency fund is a cash reserve set aside for unexpected expenses such as medical bills, home repairs, or car maintenance. Financial professionals generally recommend keeping three to six months of living expenses in an accessible account, separate from retirement or investment accounts. Having this reserve in place can help avoid the need to withdraw from long-term investments at an unplanned time.

We're excited to have Eric Cassel join our team as a Relationship Advisor! Learn more about Eric below.Eric joined Thriv...
08/24/2026

We're excited to have Eric Cassel join our team as a Relationship Advisor! Learn more about Eric below.

Eric joined Thrive Financial Services in March 2026, bringing more than 13 years of experience in wealth management and financial planning. He previously held advisory and relationship management roles with Citizens, Wells Fargo, and Vanguard, where he worked with high-net-worth clients on personalized planning and investment strategies.

Eric holds a Bachelor’s degree in Finance, an MBA with a Certificate in Business Analytics, and Series 7, 63, and 65 licenses, along with Life and Health Insurance licenses.

Outside of work, Eric enjoys cooking, traveling, hiking, home renovations, and solving puzzles.

We'd love to see you there! Join us for a friendly, educational workshop on retirement planning topics. Seats are limite...
08/20/2026

We'd love to see you there! Join us for a friendly, educational workshop on retirement planning topics. Seats are limited — register on our website today.

Did you know? Diversification is an investment strategy that involves spreading money across different types of assets —...
08/18/2026

Did you know? Diversification is an investment strategy that involves spreading money across different types of assets — such as stocks, bonds, and real estate. The idea is that when one type of investment declines in value, others may not. Diversification does not guarantee a profit or protect against all losses, but it is a widely used approach to managing investment risk.

Address

500 Office Center Drive, Suite 300
Fort Washington, PA
19034

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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