Financial Advisors You Can Trust
San Ramon Asset Management Company Specializing in Guiding You to a More Financially Secure Future
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Confidence
You will experience a smooth transition to wealth growth and retirement.
Clarity
When handling complex investment, asset management & retirement planning issues.
Certainty
Our team stands ready to address your wealth management and retirement goals.
Tilt the odds in your favor
What does retirement confidence look like for you? How good would it feel to know that all of your financial goals are on track?
Feel good knowing that all of your financial goals are on track.
As your life evolves, so too will your priorities. As your Virtual Wealth Advisor, I’m here to help you make sure your financial plan lines up with what matters most to you.
Wherever you are on your financial journey, I’ll meet you there with the insight and tools to get you further.
Financial Planner, Wealth Advisor, Registered Principal
Discover how Prosperity can transform your wealth
Asset Management Services
Hiring a wealth manager is the best way to arrive at a truly comprehensive and well-informed plan for managing your unique portfolio.
A properly thought out Prosperity retirement plan ensures that you will have a comfortable, secure, and fun future.
An investment plan aligns your goals, priorities, and values, and employs sophisticated combinations of financial instruments and market strategies.
Family Wealth Management
No two family financial situations are the same and are always evolving! We adapt each years’ strategies to the next year’s intricacies.
Get a 529 plan! Inflation-adjusted prices of an undergraduate education could more than double for your children or grandchildren.
For high earners, taxes likely make up the single biggest expense. Take a proactive approach to lower your tax bill and increase your income
Prosperity Products
Individual Retirement Accounts
By investing early and consistently in an IRA, you’ll be at a huge advantage for securing a comfortable retirement.
Annuities
With every new story of a retirement plan gone wrong, the safety of guaranteed streams looks ever more attractive. Annuities can provide that.
Life Insurance
When your loved ones depend on your financial support for their livelihood, it becomes patently clear why life insurance is a must.
Who We Serve
Philanthropic Investors
For you, wealth management is about enriching your family’s legacy and the community and causes that you believe in.
Affluent Baby Boomers
We’ll help you develop a strategic, intentional plan that’ll help you maintain a high quality of life in retirement.
Self-made
Gen Xers
It’s time to balance the rising costs of your lifestyle with your upcoming retirement. Now is the time to focus on building a strategic wealth preservation plan.
Successful Millennials
You won’t find sophisticated wealth management solutions in a robo-advisor. You’re inheriting the world, and the time to plan is now.
Financial Partners
You Can Trust
As your Fiduciary Registered Investment Advisory firm, we’re bound by law to put your interests above our own.
We’re committed to maximizing your wealth within the constraints of your values and your life goals. Our asset management team of qualified and experienced experts is dedicated to building a positive, long-term relationship with you.
Fingerprint Financial Planning ™
At Prosperity, we love helping our clients achieve their life goals through effective financial planning.
Every individual has ambitions and goals which are unique to them. Just as your fingerprint is unique to you, we provide financial planning that’s entirely tailored to you and your goals.
We’ll guide you through our Fingerprint Financial Planning™ process to:
- Determine the right level of insurance for your business and/or family,
- Calculate how much you need to save to retire comfortably,
- Create new income streams from investments,
- Fund your children’s educations,
- Revise your will or estate plan to reflect your life changes in conjunction with your attorney,
- Create tax-advantaged family trusts, and
- Leave a legacy of giving
This process helps us understand the depth of your changing life, family issues, and long-term investment goals. Then, we’ll use advanced financial tools to find the right solutions for your unique requirements.
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