Our Approach

Prosperity was created in response to clients who trusted our accounting expertise at EisnerAmper and sought the same level of confidence for their wealth management needs and services. We view tax efficiency as a vital component of your overall wealth plan.

You will be surrounded by a team of specialists led by a wealth advisor who brings the pieces together for you. Our client-focused, independent-minded, and collaborative approach keeps you at the center.

Here’s why our clients choose us:

• Attentive and curious professionals. We ask questions and explore your situation from every angle to understand the nuances of your current needs and aspirations.
• Objective investment advice. We are a fiduciary, putting our clients’ interests first, without the influence of proprietary products.
• We meet you where you are. Your specific circumstances and goals drive the creation of our recommendations and deliverables.
• Collaborative, team approach. Your dedicated wealth advisor brings our specialists and your other advisors, such as CPAs and lawyers, together to provide a wide range of insights, a more seamless experience and a clear path forward.