FAMILY WEALTH MANAGEMENT

Pass down more than just memories. Preserve your family’s wealth for generations to come with our Legacy Building Plan.

FAMILY WEALTH MANAGEMENT

Pass down more than just memories. Preserve your family’s wealth for generations to come with our Legacy Building Plan.

build your family’s wealth upon a strong financial foundation and protect it from the earthquake of life.

With the proper Legacy Building Plan, you can elevate your family’s financial outlook to:

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Complimentary Legacy Building Plan

if IT'S money, IT'S personal™

We understand your family’s wealth tells a story.

Your wealth tells a story of achievements as a family, those you’ve loved and have passed on, and even those special moments that have fostered your success.  

Our Legacy Building Plan takes a thoughtful, all-inclusive approach to your family’s wealth to include financial tools and strategies tailored to your family’s unique experiences. 

GROW YOUR FORTUNE

Utilize long-term investing strategies, tax-advantaged accounts, and a diversified portfolio that may include stocks, bonds, real estate, and more.

Family wealth planning

PRESERVE YOUR ESTATE

Establish a legal framework that the courts and your loved ones can follow when settling your estate. This includes a will, trust, letter of intent, and power of attorney.

PROTECT YOUR FAMILY

Guarantee your family is financially taken care of with life insurance, annuities, health insurance, 529 college plans, and retirement accounts.

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LEAVE A LEGACY

Learn how to successfully transfer wealth with business succession strategies, generational financial goals, and charitable gifting strategies.

DON'T JUST TAKE OUR WORD FOR IT

5/5
“Prosperity has been wonderful for us. They manage our money very well. Elliot is a great friend and a great friend of our investments. We couldn't be happier.”
Prosperity Clients
Sharon and Dan Fisher
Client

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JUST ONE CONVERSATION CAN CHANGE YOUR FAMILY'S FUTURE FOR THE BETTER

Your family’s wealth deserves a plan that goes beyond budgeting, saving, and investing.

We’ll spend 30 minutes getting to know you—your situation, needs, and vision—then offer a strategic plan to reach your goals. 

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Register for Prosperity Power Hour

Enjoy food and beverages, meet other successful professionals, improve your referral base, and win fun door prizes!

Because of the intimate nature of this event, we’re taking a very limited number of attendees per event. These seats will go fast, so grab one while you can!

Bringing a +1? Please have your guest fill out this form.