A complete list of active advisors currently associated with Prosperitus Wealth Advisors

Warmer can help you find a great advisor at Prosperitus Wealth Advisors or one who fits your needs even better.

Prosperitus Wealth Advisors provides wealth management and comprehensive financial planning primarily to business owners, entrepreneurs, executives and mass‑affluent individuals, including retirees and families. Its service menu covers portfolio management, retirement plan support and a range of specialty services such as 10b5‑1 sales plans, cashless stock‑option exercises, ESOPs, business valuations, hedging and monetization of concentrated equity positions, tax and estate planning, and insurance and annuity solutions. The firm follows a structured planning process — assess, create, implement and manage — and combines behavioral, charting, cyclical, fundamental and technical analysis when constructing portfolios. Prosperitus typically pursues long‑term strategies aligned with client goals but will employ shorter‑term trades, sub‑advisors and a wide set of instruments (including ETFs, ETNs, alternative investments and crypto investment trusts) to address liquidity, risk tolerance and concentration matters. Distinctive features include acting as the sponsor and portfolio manager of a wrap‑fee program and providing participant education seminars for business retirement plans (limited, upon request, to no more than twice per year), both of which are relatively uncommon among comparable team firms. The firm also discloses that some investment adviser representatives are licensed insurance agents who may receive commissions, a potential conflict it addresses in its disclosures, and emphasizes specialized work for business‑owner clients (employee benefits, succession planning and executive transactions).

To learn more about the advisors currently working at Prosperitus Wealth Advisors, 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.