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Legal Disclosures

Effective Date: January 9, 2026 Last Updated: January 22, 2026
General Information
The information provided on this website is for general informational purposes only and is not intended to be, and should not be construed as, investment, legal, tax, or accounting advice. Any opinions expressed are subject to change without notice and are not intended to provide specific advice or recommendations for any individual.
You should consult with an appropriate professional regarding your individual circumstances before making any financial decisions.
No Offer or Solicitation
Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy any security or investment advisory service in any jurisdiction where such offer or solicitation would be unlawful.
Investment advisory services are offered only pursuant to applicable advisory agreements and only to clients in jurisdictions where Thrivealike LLC is properly registered or exempt from registration.
Investment Risk Disclosure
All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No investment strategy or financial planning service can guarantee profit or protect against loss in all market conditions.
Any examples, projections, or hypothetical scenarios discussed on this website are for illustrative purposes only and do not represent actual investment results.
Accuracy of Information
The content of this website is believed to be accurate as of the date it is posted. Thrivealike LLC makes no representation as to the accuracy, completeness, or timeliness of the information and undertakes no obligation to update any information after it is posted.
Third-Party Content and Links
This website may contain links to third-party websites or include content provided by third-party vendors. Thrivealike LLC does not control, endorse, or assume responsibility for the content, accuracy, or security of any third-party websites.
Certain planning tools, videos, or educational materials displayed on this website may be provided by third-party technology providers and are used with permission.
Regulatory Disclosure
Thrivealike LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
Additional information about Thrivealike LLC, including its Form ADV, is available on the U.S. Securities and Exchange Commission’s Investment Adviser Public Disclosure (IAPD) website.
Thrivealike LLC’s Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplement) are provided to clients and prospective clients as required by law.
Privacy and Cookies
Thrivealike LLC’s collection, use, and protection of personal information are governed by its Privacy Policy. Information regarding website cookies and similar technologies is described in the Cookies Policy. Please review those policies for additional details.
Contact Information
If you have questions regarding these Legal Disclosures or the information presented on this website, you may contact Thrivealike LLC at:
Phone: (203) 292-1185Email: info@thrivealike.com
Thrivealike LLC’s full business address is disclosed in its Form ADV and client agreements.
© Thrivealike LLC. All rights reserved.
The content on this website is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by thrivealike.com to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The term “you” means a user of this website. The term “our” or “we” means thrivealike, its website(s), and any representative of thrivealike. Investment advisory services are provided through thrivealike, LLC, a Registered Investment Advisor. The description of products, services, and performance results of thrivealike contained on this website is not an offering or a solicitation of any kind. Past performance is not an indication of, and does not guarantee future results. Securities investments are subject to risk and may lose value. All of the information on this website is believed to be accurate and correct as the date set forth. thrivealike does not have or accept responsibility or an obligation to update such information. thrivealike, its affiliates and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney. Certain videos on this website, along with the information contained within them, are owned by RightCaptial Inc., who has granted thrivealike, LLC permission to display them on this website. The Institute of Business & Finance™ owns the certification marks CFS®, Certified Fund Specialist®, in the United States, which it authorizes use of by individuals who successfully complete The Institute of Business & Finance's™ initial and ongoing certification requirements. The Institute of Business & Finance™ is a separate entity from thrivealike, LLC and does not provide financial or investment advice to the public. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites to which you are linking.
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