Wealth Management
Together with your other trusted advisors, we work as one to advance your wealth and prepare for a successful future.
What's on Your Mind?
At Prosperity, we do things differently. Specialists in holistic wealth management, we provide innovative, independent advice to people like you – successful individuals, families with multigenerational wealth, and owners of closely held businesses.
Harmonize your trusted advisors for the betterment of your financial future
Effective business planning and financial management is a collaborative effort. Your trusted advisors – your financial planning team, your CPA team, and your legal counsel, must work together and communicate in synchronicity for the betterment of your businesses and personal financial future.
At Prosperity, we work closely with your CPA at EisnerAmper. From the initial analysis of your financial picture, through the implementation of your unique plan, to the continued monitoring and ongoing care, we work in concert to ensure tax-efficient solutions for your family and your business.
Focus on your client experience
At the heart of everything we do is care. We understand that true success goes beyond the numbers and dollar symbols alone. True success requires a commitment to building relationships founded in trust and a deep understanding of your unique goals, passions, and opportunities. That's why we take a client-centric approach, offering personalized and strategic advice to help you set your path and stay on track toward your long-term vision.
Our collaborative advisors address areas critical to your financial success: holistic financial planning and investment management, retirement design, estate planning, tax strategy, business planning, and more.
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.
Prosperity Wealth Management Insights
Curated content related to current wealth management and how we can help provide guidance.
