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Wealth Management

Experience integrated wealth management with Prosperity

 

Meet our Team

We specialize in providing holistic wealth management for successful individuals, owners of closely held businesses and generational financial planning for their families.

Prosperity was created in response to clients who trusted our accounting expertise at EisnerAmper and sought the same level of confidence for their wealth management needs and services. We view tax efficiency as a vital component of your overall financial plan. 

After listening and understanding where you are at, whether it is wealth accumulation, retirement readiness, or planning for a legacy, we apply thoughtful analysis, create recommendations, and provide you with an integrated plan. 

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Our services and solutions:

Prosperity Wealth Management Insights

Curated content related to current wealth management and how we can help provide guidance.

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Strategic Wealth Transfer Planning for Manufacturing & Distribution Families

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Michele Martin Discusses Timely Portfolio Strategies on Yahoo Finance

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How Estate and Tax Law Impact Wealth Planning

  • Trust & Estate Services
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What's on Your Mind?

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Michele L. Martin

Michele Martin is a Partner with decades of expertise in wealth management.

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Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity – An EisnerAmper Company. Prosperity – An EisnerAmper Company is not affiliated with DAI Securities, LLC.