Michael Mcpeek is a financial advisor with Prosperity Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Prosperity Wealth Management since 2015 and also has concurrent roles at Fortune Financial Services, Inc. and Guardian. In addition to his advisory work, Mcpeek operates as an independent insurance agent, focusing on fixed insurance sales including life, health, and annuities.
Prosperity Wealth Management serves individual and high-net-worth clients, trusts, estates, and pension plans, offering asset management, financial planning, and consulting services. The firm manages approximately $442 million in discretionary assets for about 1,600 clients, employing a multi-method investment approach and conducting ongoing due diligence and oversight of recommended third-party managers.