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Thrive Capital Management

Does your financial advice come from an advocate or a sales person?

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Build a complete blueprint for your finances, so you can start keeping more of what you earn.

Financial lessons should be learned now, rather than “the hard way” later.

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  • Insurance Solutions
  • Income Planning
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We build relationships, financial solutions and security through integrity, confidence and trust.

We believe that every great company has to have a purpose to justify its existence. Its associates need to have a reason and understand why they are expected to work hard. Our purpose at Thrive Financial Services is to make a positive difference in every person we touch. We believe that our vision, mission, and values cannot be achieved if we do not fulfill our purpose as a company.

Our goal is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

Join us to get Empowered on Social Security Planning today!

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President, Bret Elam and Managing Director, David Bezar are featured in Suburban Life Magazine

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WSJ

 
Please click here for more information on the Five Star Award.

Retirement Planning

Our Firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and ...

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Investment Management

In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our ...

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Insurance Solutions

Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your ...

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Our Location

Thrive Financial Services
Thrive Capital Management
1015 Virginia Drive, Suite 210
Fort Washington, PA 19034
(800) 516-5861

Thrive Financial Services LLC BBB Business Review

Our Company

  • Our Firm
  • Our Team
  • Join Our Team
  • Strategic Alliances
  • Seminars
  • Video Library
  • Contact
  • Generational Vault

Our Services

  • Retirement Planning
  • Investment Management
  • Insurance Solutions
  • Income Planning
  • Life Insurance
  • Long-Term Care
  • Tax Planning
  • Social Security Maximization
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Thrive Capital Management, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Thrive Capital Management, LLC a Registered Investment Advisor in the State of PA. Insurance products and services are offered through Thrive Financial Services. Thrive Capital Management, LLC and Thrive Financial Services are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of PA or where otherwise legally permitted. Thrive Capital Management, LLC, Thrive Financial Services and David Bezar is not affiliated with or endorsed by the Social Security Administration or any government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.