FAMILY WEALTH MANAGEMENT

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

Looking for expert financial advice and planning in Livermore?

Look no further than Prosperity Financial Group. Our team of experienced professionals is dedicated to helping clients in Livermore achieve their financial goals and secure their financial futures through a range of asset management services.

if IT'S money, IT'S personal™

Discover how Prosperity can transform your wealth

Some of the asset management services in Livermore:

Wealth Management: Our comprehensive wealth management services are designed to help you grow and protect your wealth over time. Whether you’re just starting out or are a seasoned investor, our team of wealth management experts can help you develop a personalized investment strategy that meets your unique needs and goals.

Retirement Planning: Planning for retirement can be overwhelming, but it doesn’t have to be. Our retirement planner services in Livermore are designed to help you plan for a comfortable retirement by creating a customized retirement plan that takes into account your lifestyle goals, retirement income needs, and risk tolerance.

Investment Planning: Our investment planning services are designed to help you maximize your returns while minimizing risk. Our team of investment experts can help you identify investment opportunities and build a diversified portfolio that aligns with your financial goals.

Family Wealth Management: Our family wealth management services are designed to help you protect and grow your family’s wealth over time. Whether you’re looking to pass down wealth to future generations or protect your assets from creditors and other risks, our team of family wealth managers in Livermore can help you develop a comprehensive plan that meets your unique needs.

College Planning: Planning for college can be overwhelming, but it doesn’t have to be. Our college planning services are designed to help you save for college and make smart financial decisions along the way. From 529 plans to financial aid, we can help you navigate the complex world of college planning.

Tax Planning: Our tax planning services are designed to help you minimize your tax burden and maximize your savings. Our team of tax experts can help you identify tax deductions and credits, create a tax-efficient investment strategy, and more.

At Prosperity Financial Group, maximize your wealth and secure your financial future with our expert financial planners in Livermore. Whether you’re looking for a retirement planner, financial advisor, family wealth manager, or asset management expert in Livermore, we can help. Contact us today to schedule a consultation with one of our experienced professionals.

CREATE LIFELONG GOALS

Establish a financial plan that includes your unique retirement goals, milestones, and desired lifestyle.

Family wealth planning

GROW YOUR FORTUNE

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

PROTECT YOUR WEALTH

Protect your wealth from inflation, market volatility, and tax liabilities with annuities, life insurance, and tax-advantaged 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.

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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 FUTURE FOR THE BETTER

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

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.