Helping you grow and make an impact.
What We Offer
Best of Both Worlds
Prosperity is independent and nimble. We’re also partnered with Schwab Alliance, a special unit of Charles Schwab dedicated to providing best-in-class technology, resources and support to clients of independent advisors.
What this means:
Proper checks and balances for your financial peace of mind.
Accountable only to you, not a mega-financial firm.
Fee only, no commissions.
Help you achieve financial goals without being incentivized by proprietary products.
Communicate and advise with the style and methods you prefer.
Your financial custodian, holding your assets and reporting on your accounts.
Where you access your accounts anytime – through a Schwab online account and 800-number.
Provides the formal separation between Prosperity’s authority
Representing over $10 trillion in assets under management (as of December 2024)
Integration is collaboration.
Your Wealth Concierge
Integration is collaboration with your experts. Prosperity engages with your accountant, attorney, insurance agent and other experts, providing regular updates and seamlessly and securely sharing documents.
It’s our job to stay connected. And keep your team of professionals connected based upon what’s happening in your life.
We Stay in Front
Prosperity is tapped into leading economists, portfolio managers, and regulators. We’ve curated an expert network who provide insights and counsel on emerging financial issues. Plus, we partner with Schwab who provides research and market insights to advance data-driven investment recommendations.
Meet Nicole
Nicole Gopoian Wirick, JD, CFP® is a personal and family wealth strategist, and President of Prosperity Wealth Strategies. She is a CERTIFIED FINANCIAL PLANNER® professional and licensed attorney.
Nicole spent years in large financial institutions serving ultra-high net worth clients and is passionate about making these money strategies accessible to families with $2-10M of assets.
She blends sharp financial expertise and planning tenacity with a personal touch across multiple disciplines including financial and estate planning, trust administration and management, advanced tax strategies, and philanthropic giving, recognizing the power of emotional money scripts in making personal financial decisions.
Nicole is experienced with all major areas of wealth management and provides financial partnership when aligning with your expert team of accountants, attorneys, and insurance agents.
She is a thought leader on financial management topics, regularly participating in speaking engagements and media interviews about generational wealth transfer, philanthropic and tax strategies, financial well-being, women and investing, and financial practice management.
Nicole has served as an expert source on dozens of occasions in leading media outlets. She is a member of the Financial and Estate Planning Council of Metro Detroit, and the Financial Planning Association (FPA) of Michigan (former Board member). She has served on the Board of Directors for Variety, the Children's Charity Detroit chapter and co-chaired the Alzheimer's Association Spring Soirée.
Nicole earned her bachelor’s degree in economics from the University of Michigan, Ann Arbor, and her JD, cum laude from Wayne State University. In 2024, she received The Distinguished Alumna award from her alma mater, Mercy High School in Farmington Hills, Michigan. She resides in the Detroit Metropolitan area and serves clients across the United States.