Services

Wealth Management

Hiring a wealth manager is the best way to arrive at a truly comprehensive and well-informed plan for managing your unique portfolio.

Retirement Planning

A properly thought out Prosperity retirement plan ensures that you will have a comfortable, secure, and fun future.

Investment Planning

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.

College Planning

Get a 529 plan! Inflation-adjusted prices of an undergraduate education could more than double for your children or grandchildren.

Tax Planning

For high earners, taxes likely make up the single biggest expense. Take a proactive approach to lower your tax bill and increase your income
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