Who We Serve
Building strong and long-term relationships with our clients is very important to us. We work with clients who demand that their financial planners have great competence and utmost integrity. Our clients desire proactive communication, sophisticated planning, a team of trusted advisors, and results.
Prosperity works with affluent clients who are serious about building and preserving wealth.
High-Net-Worth Individuals and Families
To tackle your complex financial needs, we consider not just your investments but also the financial “big picture” of your entire family and how to best grow and protect your long-term wealth.
Depending on your needs, our services may include:
- Holistic asset management and financial planning
- Tax-efficient investment strategy and review
- Investment portfolio design and implementation
- Retirement income planning
- Estate planning strategies to reduce inter-generational taxes
- Real estate investment advice
- Tax-advantaged college planning strategies
- Tax loss harvesting
- Divorce and loss of a spouse strategies
- Inheritance management
Successful Business Owners
As a business owner, your blended assets can present a multitude of opportunities and challenges. Prosperity’s advisors are specialists in managing business-driven wealth.
In addition to the above, we offer the following services to address your specialized planning needs:
- Buying or selling a business or shares of a business
- Formation of business entities
- Executive benefits
- Business Succession Strategies
- Optimizing corporate benefits through company-sponsored 401(k) plans
- Reducing tax consequences via employer-sponsored retirement plans
- Real estate investment advice
Executives, Retired Executives
- Executive stock option strategies
- IRA distribution planning
- Profit-sharing/deferred compensation advice
- Planning for restricted stock
- Pension and 401(k) rollovers
Institutions and Non-profit Organizations
- Optimizing long-term success with investment guidance
- Developing investment policy statements
- Seeking a partner in a co-fiduciary capacity
- Creating a framework for the prudent oversight of institutional investment portfolios
- Deciding on fixed-income solutions
- Achieving a targeted level of return and acceptable level of risk with balanced portfolios
- Reduce administrative burdens of existing philanthropic strategies