Meet the Team
Imagine what is possible with a team that supports you.
Live your life by design, not by default.
We’ll help you make your money work harder for you.
We understand—you’re busy. Between work, family, social, and personal life, it’s all too easy to be consumed by daily duties and lose sight of your financial priorities. But compromising on your financial dreams isn’t an option.
That’s where we come in.
At Prosperity, we’ll take care of your investment, retirement, and wealth management strategies so you can show up as the best version of yourself to your work and personal relationships. Our remote service structure enables us to help you from anywhere, anytime.
HEAR WHAT OTHERS ARE SAYING ABOUT US
Core Principles
As experienced Fiduciary Advisors, our deep commitment to our clients is defined by three core principles.
CONFIDENCE
CLARITY
CERTAINTY
Elliot Kallen
Registered Principal,
Wealth Manager
Elliot brings over 25 years of entrepreneurial business ownership experience to Prosperity Financial Group’s financial planning and advising practice.
What We Offer
As a Fiduciary Registered Investment Advisor, our firm is built on independence, transparency, and integrity.
Our holistic Fingerprint Financial Planning™ method helps us gather a 360° view of our clients’ needs, goals, and visions.
We help our business clients with custom, highly competitive retirement packages that help attract and retain talent – and provide complete solutions for owners, executives and their employees.
We specialize in retirement planning and total wealth management, and specialized planning issues such as income and withdrawal planning, healthcare plan integration, and multi-year tax savings strategies.
We service a broad range of clients throughout the United States. We believe that close personal attention is key to helping our clients achieve their personal goals.
As such, we’re committed to proactive communication with our clients. Whether by telephone, by email, or in person, our clients are always informed about their portfolios and emerging opportunities.
In addition, we work closely with our clients’ other advisors and key decision makers to ensure the seamless integration of their business and wealth goals.
Our Advisory Team
Emmett Peck
Jamie Hargrave
Derek Hebert
Financial Advisor
