Financial Advisors You Can Trust
San Ramon Asset Management Company Specializing in Guiding You to a More Financially Secure Future
Are You Interested In 401(k) Advisory Services?
You will experience a smooth transition to wealth growth and retirement.
When handling complex investment, asset management & retirement planning issues.
Feel good knowing that all of your financial goals are on track.
Wherever you are on your financial journey, I’ll meet you there with the insight and tools to get you further.
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.
Individual Retirement Accounts
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.
Latest Prosperity Podcasts
The Future of Millennial Investing: Crypto and Beyond
Welcome to Season 3, Episode 2 of Meet the Expert® with Elliot Kallen! In this episode, Elliot Kallen brings on Jack Manley, Global Market Strategist from J.P. Morgan, to explore the intersection of cryptocurrency and millennials. Cryptocurrency has gained significant...
Fingerprint 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.
Prosperity Financial Education
At Prosperity, we believe that knowledge is power, and education is key to transparency.
Don’t Leave Your Money to Luck
The State of Financial and Political Volatility It’s the middle of March 2023 and the financial and political worlds have...
Are You a “Risk-on or Risk-Off” Investor?
Investors’ patience has really been tested in the last 18 months or so. After 2020 and 2021, we all became a bit spoiled and...
Job Loss to Strong Retirement: The Power of an IRA Rollover
Individual Retirement Accounts (IRAs) are a popular tool for retirement planning, and for good reason. They offer tax advantages...
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
You’re now at the pinnacle of your career.
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.
Your generation is the most educated and technologically savvy.
But you won’t find sophisticated wealth management solutions in a robo-advisor. You’re inheriting the world, and the time to plan is now.
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