Thrive Wealth Solutions (San Jose, CA)

Thrive Wealth Solutions is a Registered Investment Adviser (RIA) firm providing comprehensive financial planning and investment management services. Founded with a mission to help clients achieve financial independence, the firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services are tailored to individuals, families, and business owners, focusing on areas such as retirement planning, investment strategy, risk management, and estate planning. They emphasize a personalized, client-centric approach to building and preserving wealth.