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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

Retirement Planning

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

investment-planning

Investment Planning

An investment plan aligns your goals, priorities, and values, and employs sophisticated combinations of financial instruments and market strategies.

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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.
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College Planning

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