What we’re about
1.) Founded in 1993, Prosperity serves clients through comprehensive financial planning, disciplined investment strategies, and proactive personal service.
We build each client’s financial plan around their goals, values, and vision. As their life and financial situation evolve, we continue to make adjustments to optimize the outcome.
At Prosperity, we place an extremely high value on personal relationships and understand the unique needs of every client and family we serve. We strive for excellence in ensuring the financial well-being of our clients. We value forward thinking and open communication, as well as a strong dedication to quality and service.
2.) Individuals interested in improving their personal investments, planning for retirement or starting a company 401(k) for their employees.
3.) We host events tailored towards retirement and investment planning for our individual wealth management clients and prospects. We also host a monthly networking event for business referrals.
