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Your Partners for Long-Term Prosperity

At Prosperity Partners Wealth Management, we understand that retirement is a "new frontier".  Important decisions revolving around income, lifestyle, Social Security, medicare, Long Term Care, inflation, sequence of returns and taxation all affect planning and investment decisions. By establishing a relationship with our firm, you are partnering with planners and advisors that have spent their careers focused on strategies to meet retirement challenges and help secure clients' futures.

Because over 90% of our clients are planning for or already enjoying their retirement, our seven decades of combined experience and wisdom positions us well to address your needs.  Our plan-based approach of investing assets for current needs, near-term income, long-term growth and legacy enables clients to understand where and how their money is working for them.  

We believe in developing strong personal relationships with our clients.  As an independent firm, our focus is not on the number of accounts we can open, but on the quality of the experience each client receives.  We have dedicated team members who treat you like family, listen to your needs, and help solve your problems.  We maintain an open line of communication and walk through life with you through good and tough times.  For us, helping you succeed is not our job, it's our calling.

We are ready to serve those who have achieved financial success and who are:

  • Looking to maximize their assets
  • Wanting to enhance their retirement plans
  • Desiring expert financial advice
  • Creating their legacy
  • Going through the sale of a business
  • Going through a major transition due to death, divorce, or other life event
Comprehensive Financial Planning Services

Comprehensive Financial Planning Services

  • Retirement Projections
  • Investment Management
  • Goals-Based Planning
  • Cash Flow Analysis
  • Personal Net-Worth Evaluation
  • Income Tax Strategies/Reduction
  • College Funding
  • Insurance Needs Analysis
  • Life Transition Solutions
  • Asset Protection Strategies
  • Legacy Planning
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Risk Management Services

Risk Management Services

  • Long-Term Care Assessment
  • Life Insurance Appraisal
  • Multi-Generational Planning
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Investment Management Services

Investment Management Services

  • Personal Profile & Asset Allocation
  • Institutional Money Management
  • Ongoing Assessment
  • Periodic Rebalancing
  • Alternative Investment Opportunities
  • Lifetime Income Creation
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