Who We Serve
High-Net-Worth Individuals and their Families
To address your financial needs, we take a coordinated, holistic approach that goes beyond just your investments. We assess the entire financial picture of your family and custom-build tactics so that every strategy works together to grow, protect, and preserve your long-term wealth.
Depending on your needs, our services may include:
- Asset management
- Investment portfolio design and implementation
- Pledged asset lines of credit
- Retirement income planning
- Tax lost harvesting
- Charitable gifting strategies including donor-advised funds
- Investment strategy and review
- Proactive year-end tax review
- Risk management review
- Tax-advantaged college planning strategies
- Estate planning strategies to reduce inter-generational taxes
- Portfolio management
- Real estate investment advice
- Tax deduction maximization
- Tax-efficient investment selection
Business Owners
As a business owner, your blended assets can present myriad opportunities and challenges. Prosperity advisors are specialists in managing business-driven wealth.
Depending on your needs, our services may include:
- Asset management and protection
- Buy/sell agreements
- Executive benefits
- Exit/succession planning
- Formation of business entities
- Long-range planning
Corporate Executives
Whether you’re navigating complex compensation structures, planning for retirement, navigating diversification strategies, or managing a significant life transition, we can help maximize your earnings.
Depending on your needs, our services may include:
Depending on your needs, our services may include:
- Concentrated stock positions
- IRA distribution planning
- Profit-sharing/deferred compensation advice
- Executive stock option strategies
- Pension and IRA rollovers
- Planning for restricted stock
Contact Us
We’re here to help you achieve your financial goals. Contact us today to schedule a consultation.