Thrive Wealth Management, LLC

Online Privacy Policy

Last Updated: June 29, 2026

At Thrive Wealth Management, LLC (“Thrive,” “we,” “us,” or “our”), we are committed to protecting your privacy and personal information. This Privacy Policy (“Policy”) explains how we collect, use, disclose, and protect your personal data when you visit our website at thrivewealth.com and interact with our services. We comply with applicable privacy laws, including:

  • The California Consumer Privacy Act / California Privacy Rights Act (CCPA/CPRA) – California residents
  • Applicable U.S. federal privacy and financial services regulations, including the Gramm-Leach-Bliley Act (GLBA)
  • Other applicable state and federal privacy laws

By using our website, you agree to the collection and use of personal information in accordance with this Policy.

1. Introduction and Scope


This Policy applies to all personal information processed by Thrive Wealth Management, LLC in connection with our services and website. It covers visitors to thrivewealth.com and individuals who submit inquiries or use our online resources.

Our Contact Details

Thrive Wealth Management, LLC
1000 Madison Avenue, Suite 208
Audubon, PA 19403
Phone: (215) 376-5530
Website: thrivewealth.com

Privacy Contact

For privacy-related inquiries, please contact: amanda@thrivewealth.com

We encourage you to read this Policy carefully to understand our practices regarding your personal information.

2. Information We Collect


We collect information that is necessary to respond to your inquiries and provide our financial planning services. We do not collect information beyond what is needed for those stated purposes.

2.1. Personal Information You Provide


When you submit an inquiry through our website or contact forms, we may collect:

  • Name
  • Email address
  • Phone number
  • Approximate investable assets
  • Any additional information you choose to include in your message or intake form

2.2. Usage Data


When you access our website, we may automatically collect certain technical information, including:

  • Device information (IP address, browser type, browser version, operating system)
  • Usage patterns (pages visited, time spent on pages, referral source, navigation paths)
  • General location derived from your IP address
  • Information collected through cookies and similar tracking technologies (see Section 2.3 below)

2.3. Cookies and Tracking Technologies


Our third-party service providers and we may use cookies and similar technologies to collect information about your interactions with our website. These may include:

  • Cookies: Small text files stored on your device that help us remember preferences, enable website functionality, and analyze site usage
  • Analytics tools: Software that collects information about how visitors interact with our website
  • Web beacons and pixels: Small graphic elements embedded in web pages or emails that track whether you have accessed certain content
  • Log files: Automatically recorded technical information about your device and usage upon each visit

You may adjust your browser settings to limit or disable cookies, though certain website features may not function properly without them.

2.4. Sensitive Personal Information


We do not collect sensitive personal information (such as health data, racial or ethnic origin, political opinions, religious beliefs, genetic data, biometric data, or sexual orientation) through our website. If, for a specific service, we ever need to collect such data, we will clearly inform you, explain the purpose, and obtain your explicit consent as required by applicable law.

3. How We Use Your Information


We use the information we collect for the following purposes:

  • Service Delivery: To provide and maintain our services, including responding to your inquiries and scheduling consultations
  • Service Improvement: To personalize and improve your experience on our website and with our services
  • Marketing Communications: To send you newsletters, financial insights, and other communications you have opted into
  • Client Support: To respond to your questions and provide guidance
  • Analytics and Research: To monitor and analyze trends and usage to improve our website and services
  • Security and Fraud Prevention: To detect and prevent fraud, unauthorized access, or other illegal activities
  • Legal Compliance: To fulfill our obligations under applicable laws and regulations, including GLBA and SEC requirements

4. How We Share Your Information


We may share your personal information with third parties in certain circumstances. We do not sell your personal information to third parties.

4.1. Service Providers: We engage third-party companies to facilitate our services and operations, including website hosting, customer relationship management, email marketing, marketing automation, scheduling, and analytics. These providers access your personal information only to perform tasks on our behalf and are contractually obligated not to use it for any other purpose.

4.2. Business Transfers: If Thrive Wealth Management, LLC is involved in a merger, acquisition, or asset sale, your personal information may be transferred. We will provide notice before your personal information becomes subject to a different privacy policy.

4.3. Legal Requirements: We may disclose your personal information when required to comply with a legal obligation (such as a subpoena or court order), to protect and defend our rights or property, to prevent or investigate potential wrongdoing, or to protect the personal safety of our clients or the public.

4.4. With Your Consent: We may disclose your personal information for any other purpose with your explicit consent.

4.5. Aggregated or De-identified Data: We may share aggregated or de-identified information that cannot reasonably be used to identify you.

5. Data Security and Retention

 

5.1. Data Security

We employ industry-standard technical and organizational security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encrypted data transmission via SSL/TLS (HTTPS)
  • Access controls restricting data access to authorized personnel only
  • Data minimization practices, collecting only what is necessary
  • Regular review of our security practices
  • Staff training on data protection and security

While we strive to use commercially reasonable means to protect your personal information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security.

5.2. Data Retention


We will retain your personal information for as long as necessary to fulfill the purposes described in this Policy, or as required by applicable law. As a registered investment adviser, Thrive Wealth Management, LLC retains client and prospect records for a minimum of seven (7) years in accordance with applicable SEC and regulatory requirements, unless a longer period is required by law.

When we no longer need your personal information, we will securely delete or anonymize it in accordance with applicable law.

6. Your Privacy Rights


Depending on your location and applicable law, you may have certain rights regarding your personal information. We are committed to facilitating the exercise of these rights.

6.1. General Rights

  • Right to Be Informed: You have the right to know what personal information we collect, why we collect it, and how we use it. This Policy fulfills that purpose.
  • Right of Access: You may request a copy of the personal information we hold about you.
  • Right to Rectification: You may request that we correct inaccurate or incomplete personal information.
  • Right to Erasure: You may request deletion of your personal information under certain circumstances, subject to our legal retention obligations.
  • Right to Restrict Processing: You may request that we restrict the processing of your personal information under certain conditions.
  • Right to Object: You may object to the processing of your personal information for direct marketing purposes at any time.
  • Right to Withdraw Consent: Where we rely on your consent to process your personal information, you may withdraw that consent at any time without affecting the lawfulness of prior processing.

6.2. California Residents (CCPA/CPRA)


If you are a California resident, you have the following additional rights under the CCPA/CPRA:

  • Right to Know: You may request disclosure of the categories and specific pieces of personal information we have collected, the sources of that information, the business purpose for collection, and the categories of third parties with whom we share it.
  • Right to Delete: You may request deletion of your personal information, subject to certain exceptions.
  • Right to Correct: You may request correction of inaccurate personal information.
  • Right to Opt-Out of Sale or Sharing: We do not sell or share your personal information for cross-context behavioral advertising. If this practice changes, we will provide a prominent “Do Not Sell or Share My Personal Information” link on our website.
  • Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA/CPRA rights.

6.3. How to Exercise Your Rights


To exercise any of the rights described above, please contact our Privacy Contact at:

Email: amanda@thrivewealth.com
Phone: (215) 376-5530
Mail: Thrive Wealth Management, LLC, 1000 Madison Avenue, Suite 208, Audubon, PA 19403

We will respond to your request within the timeframe required by applicable law (for example, 45 days under CCPA). We may need to verify your identity before fulfilling your request. You may exercise your rights free of charge unless requests are manifestly unfounded or excessive.

7. Children’s Privacy


Our website and services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13 without verifiable parental consent. If you are a parent or guardian and believe your child has provided us with personal information, please contact us at amanda@thrivewealth.com. If we become aware that we have collected personal information from a child without verification of parental consent, we will take steps to remove that information from our records.

8. Links to Third-Party Websites


Our website may contain links to third-party websites or resources that are not operated by Thrive Wealth Management, LLC. If you click on a third-party link, you will be directed to that party’s site. We strongly encourage you to review the privacy policy of every website you visit. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

9. Changes to This Privacy Policy


We may update this Policy from time to time to reflect changes in our practices or applicable law. We will notify you of material changes by posting the updated Policy on this page and updating the “Last Updated” date at the top. For significant changes, we may also provide notice via email or a prominent notice on our website prior to the change becoming effective.

We recommend reviewing this Policy periodically. Changes are effective when posted on this page.

10. Complaints


If you have concerns about our privacy practices, please contact us directly using the details provided in Section 1 above. We take all privacy concerns seriously and will work to address your inquiry promptly.

California residents who believe their CCPA/CPRA rights have been violated may also file a complaint with the California Privacy Protection Agency (CPPA) or the California Attorney General.

Disclosure: Thrive Wealth Management, LLC is a registered investment adviser. This Privacy Policy is provided for informational purposes and does not constitute legal advice. For questions regarding privacy law compliance, please consult qualified legal counsel. Thrive Wealth Management, LLC is not a law firm, and no content herein should be construed as legal advice.

Please visit https://thrivewealth.com/disclosure for additional firm disclosures.