Helping you reach your dreams is our passion.
Prosperity Partners Wealth Management provides clients with a collaborative financial planning experience that focuses on turning dreams into reality while minimizing retirement risks. The best of two successful firms have come together to provide an optimal experience in our partnership with you.
Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge in understanding risk.
At Prosperity Partners Wealth Management, our job is to help you maintain your lifestyle, preserve your wealth, and create your legacy for today, tomorrow, and for the years to come. Whether you are making plans or going through a major life transition, you have worked hard preparing for your financial future. The question is, are you really ready for what may lie ahead? The risks are too great, and time is too short to financially go it on your own.
Now is the time to let us help you love your life, leave your legacy, and feel confident about the next steps on your path.
Call, e-mail, or sign up online today to set up a time to speak on the phone for a free 10-15 minute 'Get Acquainted Call,' so we can find out a little more about your unique situation and how we can best be of service to you.
All of our journeys are filled with joy, sorrow, and unexpected turns. Prosperity Partners is here to be your foundation in every circumstance. We will help you remain steady despite the turbulence of life. Whether it’s planning for your legacy, going through a difficult transitional period, or discerning how to best retire, you can be assured that our team will be walking alongside you, helping you accomplish your goals.
As an independent financial planning firm, we represent our clients and their interests rather than any specific company. While some financial institutions recommend investment products that are manufactured by their parent company, we have no such ties. Our independence is vital to delivering objective recommendations.
Our greatest privilege is getting to know our clients, partnering together on community development, and working together to meet financial goals. We feel that building community is a vital part of who we are. We desire not only to serve you on an individual level, but we strive to make a lasting difference in the community. We support not only our own causes, but our clients' causes as well.
Take a look at our Fall Perspectives magazine with topics from financing the retirement you want at 50 to winterizing your home.
Choosing a financial advisor may be one of the most important financial decisions that you will ever make. Download our whitepaper to help you make the right decision.