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Our Company

Our Mission

Working as one to advance your wealth and prepare for a successful future.

At Prosperity, we do things differently. Specialists in holistic wealth management, we provide innovative, independent advice to people like you – successful individuals, families with multigenerational wealth, and owners of closely held businesses.

Focus on your client experience

At the heart of everything we do is care. We understand that true success goes beyond the numbers and dollar symbols alone. True success requires a commitment to building relationships founded in trust and a deep understanding of your unique goals, passions, and opportunities. That’s why we take a client-centric approach, offering personalized and strategic advice to help you set your path and stay on track toward your long-term vision.

Our collaborative advisors address areas critical to your financial success:

Work in concert with trusted advisors for the betterment of your financial future

Effective business planning and financial management is a collaborative effort. Your trusted advisors – your financial planning team, your CPA team, and your legal counsel, must work together and communicate in synchronicity for the betterment of your businesses and personal financial future.

At Prosperity, we work closely with your other advisors. From the initial analysis of your financial picture, through the implementation of your unique plan, to the continued monitoring and ongoing care, we work in concert to ensure tax-efficient solutions for your family and your business.

Building Relationships | Delivering Success®

 

The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
10055 Red Run Boulevard, Suite 130
Owings Mills
Maryland
21117
United States