At Thrive Wealth Management, we believe true wealth management goes beyond the numbers; it’s about the people and the connections we build. Watch now as Amanda Pearson from our client service team reflects on an exciting 2025 and shares a sneak peek at the exclusive events we have planned to celebrate you in 2026. From virtual tastings to local food tours, discover how we strive to make every client feel valued and supported.
Transcript
Our Commitment to Client Relationships and Support
At Thrive Wealth Management, we appreciate our clients and we strive to make sure you know that. I’m Amanda Pearson, part of the client service and marketing team at Thrive. 2025 was an exciting, memorable year in the office and outside of it.
Today, I’ll take you through some of last year’s client appreciation events and offer a peek at what we have planned for next year. Thrive Wealth Management wouldn’t be where it is today without our clients. We want you to feel valued and supported.
Recap of 2025 Client Events and Engagement
This past year, we aimed to show our appreciation in fun and thoughtful ways. Our virtual wine event kicked things off and helped us connect with friends and clients around the world. We enjoyed hosting our clients at Phillies games and golf outings to relax and recharge. We hope you had as much fun as we did!
At Thrive, we maintain a spirit of client appreciation every single day. As the weather grew cooler, we sent Thanksgiving pies to our clients to celebrate the season and remind you of our gratitude.
A Glimpse Into the 2026 Client Experience Calendar
Each gift, outing, and event is planned with connection and gratitude in mind. Last year was filled with great memories, and we hope to make 2026 even better. As 2026 gets started, our team is already planning more fun, engaging experiences for our clients. Our virtual wine event and Phillies game outings have quickly become client favorites, so they’ll be on the calendar again this coming year.
We hope you’ll join us for these highlights and experience new ones too. In 2026, we’ll take you on a food tour through South Philly. You can experience such delights as legendary cheesesteaks, banh mi, and water ice.
Community Impact and Local Philadelphia Philanthropy
Like many of our clients, we strive to give back to our local community whenever we can. That’s why we’re also planning charitable events for the coming year, such as supporting local sports teams, adopting families during the holiday season, and helping fund education for students in financial need.
We’re still building on 2026’s calendar, and we look forward to sharing more details soon. We’re excited to bring back some of last year’s best client appreciation events and introduce new ones. Whether you’re a new client or an existing one, we hope you’ll join us.
Thanks for watching, and we look forward to celebrating with you, strengthening our relationships, and having a great time together in 2026. As always, to schedule a meeting, call 215-376-5530.
About Amanda
Amanda Pierson (formerly McKay) is part of the Client Service and Marketing team at Thrive Wealth Management, LLC. With a background in client service and event planning, Amanda brings creativity, strong communication, and attention to detail to every project. She is motivated by the chance to make a meaningful impact, whether through a seamless client experience, a well-executed event, or a marketing campaign that sparks connections. For Amanda, the most rewarding part is seeing ideas come to life and bring people together. As she says, “Watching guests connect, engage, and walk away with a memorable experience is why I love this work.” Clients value her ability to anticipate needs and manage every detail with care, making the process stress-free.
Amanda lives in North Wales, PA, with her husband, Tim, their daughter, Lennon, two cats, and a Great Dane. An avid animal lover and a proud Philadelphia sports fan (especially the Eagles), she enjoys cheering on her favorite teams and spending time with family and friends. To learn more about Amanda, connect with her on LinkedIn.
Disclosure:
This material is provided for informational and educational purposes only, should not be viewed as an exhaustive discussion of the topics presented, and should not be construed as individualized advice for any reader’s personal circumstances. For guidance on how these matters may impact your financial plan or investment portfolio, please contact your Thrive Wealth Management, LLC representative. While the information presented is believed to be factual and up to date, Thrive Wealth Management, LLC does not guarantee its accuracy and, due to various factors, including but not limited to changing laws and regulations, this information is subject to change. All expressions of opinion reflect the judgment of the authors as of the date of publication. Thrive Wealth Management, LLC is not a law firm or an accounting firm, and no content contained herein should be construed as legal or accounting advice. Please consult with the qualified professional(s) of your choosing for legal and accounting advice.
Please visit https://thrivewealth.com/disclosure for additional information regarding the professional designations and credentials discussed. Professional designations and credentials do not guarantee success or any particular investment or financial outcome.
Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
