Client Service Experience

At Prosperity Wealth Advisors, we offer a diverse assortment of Wealth Management Programs. You can expect to receive custom-tailored advice based on your specific stage in life. Prosperity Wealth Advisors offers exclusive options to high net worth families seeking clarity and direction.

Wealth Planning

Wealth Planning is an ongoing, consistent part of our wealth management program which starts with a simple conversation about your goals and objectives and can evolve into an in-depth analysis of the specific issues keeping you awake at night. Prosperity Wealth Advisors will develop and implement a comprehensive wealth plan with you.

Investment Management

Prosperity Wealth Advisors are fiduciaries responsible for your financial assets. Prosperity Wealth Advisors are dedicated to putting your financial interests above everything else. Our fiduciary financial platform adds another layer of financial protection to the wealth you've created. Our open architecture allows us to choose the right investments, including alternative investments, and other vehicles with no conflicts of interest.

Estate Planning

Prosperity Wealth Advisors help oversee the preparation of tasks that serve to manage your family's asset base in the event of your incapacitation or death. The planning includes the bequest of assets to heirs and the settlement of estate taxes. Prosperity Wealth Advisors works with your Estate Planning Attorney to facilitate your estate plan.

Philanthropic Planning

Prosperity Wealth Advisors help clients give to the charities they believe in and care about to ensure the charities' long-term futures while also meeting personal planning objectives. It is an integrated solution meeting the needs of both the family and the charity for today and tomorrow, which makes charitable giving most meaningful.          

Family Governance

Prosperity Wealth Advisors facilitate and educate using communication between family members. This provides a forum for constructive discussion, problem solving and decisions about the family as it relates to the wealth and continuity of the family.                  

Quarterly and Annual Reviews

A crucial part of any financial plan is to review your accounts on a regular basis. Prosperity Wealth Advisors are committed to meeting with you on a predetermined consistent schedule to make sure your investment strategy remains consistent with your Wealth Planning objectives.

Strategic Credit

Using credit strategically can help wealthy families optimize cash flows, maximize tax efficiencies, and finance the purchase of assets. All of this is achievable while executing on your wealth plan and realizing your estate planning goals.                       

Private Relationship Manager

To further our excellent service model, Prosperity Wealth Advisors assigns you a Private Wealth Manager to answer your questions in a timely manner so that you are never without guidance on critical matters.