Broker Check

Our Approach

Clients with Prosperity Wealth Management have individualized attention while having access to the resources of a large firm. We are part of the Prosperity Network that has over 100 financial professionals and more than 2 billion dollars under management. We strive to give each client individualized attention and one point of contact for questions, meetings and solutions, while drawing on the resources of our network when necessary.

We can help you address and understand:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • What else do I need to consider?

For help in finding the answers to the above questions complete the Retirement Lifestyle Workbook below. (click the link to download)

Retirement Lifestyle Workbook