The list below outlines scope of Prosperity Wealth Management’s services as well as the planning process.

Tax Management

We look for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

Retirement Planning

Making the most of your employer-sponsored retirement plans and IRA's. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Estate Planning

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education Funding

Investment Planning

Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you pursue your goals.

Download Mark's Process booklet for greater details. Our Process.

For details regarding PWM's Security Procedures read our Security Procedures.