Alexandria, VA — Thrive Wealth Advisors is an independent financial advisory firm that helps clients create and implement effective financial strategies tailored to their unique needs. With decades of combined expertise, the firm’s advisors serve a diverse clientele, including individuals preparing for retirement, families looking to preserve, protect, and increase their wealth, and busy professionals seeking financial guidance.
Thrive Wealth Advisors' primary focus is retirement planning. The firm’s advisors work closely with clients to analyze and organize their resources, ensuring a comprehensive approach to retirement readiness. They evaluate key components such as pensions, social security benefits, 401(k) plans, IRAs, healthcare expenses, and legacy planning. By carefully considering these factors, Thrive Wealth Advisors creates individualized strategies that prepare clients for the financial complexities of retirement.
Investment management is another cornerstone of the firm’s services. Thrive Wealth Advisors employs a client-focused approach to crafting investment strategies that align with each client’s goals and risk tolerance. The firm emphasizes creating diversified portfolios to balance growth potential and risk. Advisors work proactively to monitor market trends and adjust strategies as needed, ensuring clients remain aligned with their financial objectives.
In addition to retirement and investment services, Thrive Wealth Advisors specializes in eldercare planning. This often-overlooked area of financial planning addresses the unique challenges of aging and caregiving. The firm’s advisors provide guidance on managing the financial aspects of eldercare, ensuring families are well-prepared to handle immediate concerns and future considerations. Whether navigating healthcare costs, long-term care options, or estate considerations, Thrive Wealth Advisors offers practical support tailored to each family’s situation.
Thrive Wealth Advisors comprises skilled professionals, each bringing knowledge and expertise. The leadership team includes David Brower, CFP®, Chief Investment Officer and Principal; Jim Worfolk, CRPC®, CSA®, Retirement Income Strategist and Principal; and Cathleen P. McCloy, CFP®, Principal and Wealth Advisor. Together, they deliver a collaborative, client-first approach emphasizing clear communication, transparency, and long-term partnerships.
Clients working with Thrive Wealth Advisors can expect a highly personalized planning experience. From the initial consultation to ongoing reviews, the firm’s advisors prioritize understanding each client’s unique circumstances and providing tailored solutions that address current needs while laying a foundation for future financial confidence.
Thrive Wealth Advisors also offers resources to empower clients with financial knowledge and help them make informed decisions. The firm provides insights into complex financial topics through educational workshops and personalized consultations, fostering a deeper understanding of available options. Interested persons can visit their website to learn more about their Alexandria office.
About Thrive Wealth Advisors:
Thrive Wealth Advisors is an independent financial advisory firm in Alexandria, VA. The firm specializes in retirement planning, investment management, and eldercare strategies, providing holistic financial solutions to clients across all life stages. With over 75 years of combined experience, Thrive Wealth Advisors advisors deliver goal-oriented financial strategies tailored to each client’s unique needs and aspirations.
Media Contact
Name
Thrive Wealth Advisors
Contact name
David Brower, CFP
Contact phone
7037404670
Contact address
663 S Washington St
City
Alexandria
State
VA
Zip
22314
Country
USA
Url
https://www.thrive-wa.com/