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

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

Prosperity Wealth Management provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and business entities. The firm offers ongoing portfolio management, one‑time financial plans, and management of held‑away retirement and education accounts via the Pontera Solutions platform, and it operates a wrap fee program for clients. The firm documents client goals and risk tolerance in an Investment Policy Statement and pursues diversified portfolios using methods that include modern portfolio theory, fundamental and technical analysis, charting, and Monte Carlo modeling. PWM implements both long‑ and short‑term strategies and may use margin and short sales when appropriate, with disclosures about the elevated risks those techniques carry. Compared with peers, PWM is notable for sponsoring and managing a wrap fee program and for offering client educational seminars and workshops, services that are relatively uncommon among independent advisers. The brochure also highlights the use of a third‑party held‑away platform (Pontera) to facilitate management of outside retirement accounts and discloses a 2020 settlement with Virginia related to a registration lapse that was resolved with a $2,000 fine.

To learn more about the advisors currently working at Prosperity 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.