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:
- Investment Planning & Management
- Retirement Design
- Estate Planning
- Tax Strategy
- Business Planning
- 1031 Exchanges
- Insurance Planning
- Income Protection & Asset Preservation
- Education Planning
- 401(k) Design and Implementation
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.