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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
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