Planning with a personal touch
Where financial intricacies are approachable
and understandable strategies are born.
…
Prosperity is an independent wealth management firm specializing in individuals and families with $2-10M in assets.
How We Work
Our integrated approach starts with connection. We take the time to understand your relationship with money, and connect your goals, data, and team to work harder for you.
It’s More than Just Business
We blend financial expertise and planning tenacity across multiple disciplines including financial and estate planning, trust administration and management, advanced tax strategies, and philanthropic giving.
Engaging with Prosperity
Our 6 Step Process
Every great relationship is rooted in strong chemistry.
01
Explore
Discover
02
Articulate your goals and get the planning process rolling.
We’ll develop and refine the high-level strategy together.
03
Collaborate
Synthesize recommendations and identify next steps.
04
Recommend
Change is constant. Regular updates are key to success.
05
Monitor
Organize your team of professionals to identify gaps and render solutions.
06
Coordinate
Prosperity Insights
Let’s kickstart your future
At Prosperity, wealth strategy is more than just business, it’s about financial well-being and the desire to accomplish more.