A complete list of active advisors currently associated with Prosperiant Wealth Management, LLC

Warmer can help you find a great advisor at Prosperiant Wealth Management, LLC or one who fits your needs even better.

Prosperiant Wealth Management, LLC provides discretionary portfolio management primarily for high-net-worth individuals, preparing an Investment Policy Statement for each client and offering ongoing portfolio monitoring. The firm generally advises on and invests in equities, fixed income securities, and exchange-traded funds. PWM’s investment process emphasizes long-term trading guided by cyclical and fundamental analysis, with client objectives, tax considerations, and documented risk tolerances driving portfolio design. The adviser typically operates with discretionary trading authority and delivers monthly custodial account reports and quarterly reviews. Distinctive operational features include a small, recently formed advisory practice managing roughly $50 million across about 47 clients with two advisors, and a requirement that clients custody assets at Schwab Institutional. PWM also does not aggregate (block) trades for multiple client accounts, will not accept proxy voting authority, and does not permit clients to impose investment restrictions based on values or beliefs, which differs from many peers.

To learn more about the advisors currently working at Prosperiant Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.