A complete list of active advisors currently associated with Prosperity First Wealth Management

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

Prosperity First provides portfolio management and integrated financial planning to individuals, high-net-worth clients, self-employed individuals, and family trusts, generally charging percentage-of-assets advisory fees. Advisory relationships are non-discretionary; the firm does not maintain custody of client assets and typically recommends a third-party custodian for holdings and statements. The firm’s investment approach emphasizes custom portfolios of low-cost mutual funds and ETFs, bond funds, U.S. Treasury securities and select individual securities to align with each client’s growth, income or capital-preservation objectives. Research is conducted in-house using data from established research publishers, accounts are reviewed at least annually, and the firm may implement supplemental strategies for education funding or income-continuation when appropriate. Noteworthy distinctions include reporting no client assets under management at the time of its brochure filing while operating without custody or proxy-voting authority and managing only non-discretionary accounts. The firm’s principal maintains a concurrent executive career in manufacturing and holds engineering and management degrees, a professional background that differs from many advisers who follow finance-only career paths.

To learn more about the advisors currently working at Prosperity First Wealth Management, 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.