Enhance, preserve, and grow your wealth

with our Comprehensive Wealth Management Plan.

Enhance, preserve, and grow your wealth

with our Comprehensive Wealth Management Plan.

DESIGNING YOUR WEALTH FOR A BETTER TOMORROW.

With the proper Wealth Building Plan, you can elevate your financial outlook to:

See Why Prosperty Works

GET STARTED

Our services are designed for those with $250,000 or more of investable assets, ensuring a perfect match for our investment strategies.

IT IF’S MONEY, IT’S PERSONAL

WE’RE IN THE BUSINESS OF FUTURE-PROOFING YOUR FINANCIAL LIFE.

Your wealth isn’t just about your present; it’s about your future too. It represents opportunities waiting to be seized and dreams waiting to be fulfilled. 

Our Wealth-Building plan takes a thoughtful, all-inclusive approach to your personal wealth to include financial tools and strategies tailored to your life’s unique experiences.

location

PLAN AND STRATEGIZE

Identify your unique financial goals and construct a personalized strategy, including expected returns, time horizon, and risk tolerance.

Welcome to Prosperity Financial Group in Walnut Creek

INVEST AND THRIVE

Embrace long-term investing strategies, tax-efficient accounts, and a diversified portfolio including stocks, bonds, real estate, and other assets.

Welcome to Prosperity Financial Group in Alamo

DEFEND AND DIVERSIFY

Shield your wealth with a diversified plan that may include real estate, insurance policies, retirement planning strategies, and more.

Grandparents and child spending quality time together

MONITOR AND REFINE

Continuously track performance and discover how to effectively transfer wealth using sound business strategies and philanthropic endeavors.

DON'T JUST TAKE OUR WORD FOR IT

5/5
“It's just been warm, welcoming, transparent, and he's done very well. He's made it very easy when times were tough. He's made it great when times weren't.”
Chris Hoot
Client

contact us

JUST ONE CONVERSATION CAN CHANGE YOUR FUTURE FOR THE BETTER

Prosperity Investment Planning is a thoughtful and strategic process. We are committed to uncovering market opportunities and helping you make data-driven decisions.

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.