Who we are

Prosper Wealth is a multi-advisor firm with a deep history of advisory expertise. Experience has taught us that providing financial guidance is unique to each client. We appreciate that our clients are at different stages of life and financial growth. Our mission is to understand your needs and objectives and work together to achieve your goals.

The Prosper Wealth team of financial security advisors is available for your investment, insurance and financial planning needs. Our approach is to collectively leverage our knowledge and expertise allowing us to maintain the high standards of care you have become accustomed to over the years. We are excited to continue to work hard to make this a productive process for everyone involved.

Our accreditations