Prosperity Wealth Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prosperity Wealth Strategies is a small, discretionary investment adviser serving individual and high‑net‑worth clients, managing approximately $95 million across roughly 55 client relationships. The firm provides ongoing portfolio management and comprehensive financial planning services, including retirement, tax, college and divorce planning.
Prosperity documents each client’s objectives in an Investment Policy Statement and applies Modern Portfolio Theory with a long‑term trading orientation, typically investing in mutual funds, equities, fixed income and ETFs (including precious‑metal ETFs). The firm generally manages accounts on a discretionary basis, provides quarterly reviews and operates under fiduciary duties for retirement accounts.
Distinctive operational features include a requirement that client accounts be custodied at Charles Schwab Advisor Services and the firm’s access to Schwab institutional tools and research (including potential soft‑dollar benefits). The firm offers both fixed‑price and hourly financial planning engagements, does not accept proxy‑voting authority, generally does not permit client‑imposed values‑based investment exclusions, and its principal has a legal background (not currently practicing).
Client services
Expertise
Fee options
Fixed financial planning fees up to $50,000; fees negotiable.
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001+: 0.25%
$500 per hour for financial planning services; fees negotiable.
Fee-only: Hourly fee for financial planning services is $500; fees negotiable, final fee attached in agreement.
Main office
See office36400 Woodward Avenue, Suite 128
Bloomfield Hills MI 48304
Advisors at this office
1
Offices (2)
Most active in
Florida · Michigan · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Peter H
Series 65, Series 66
Bloomfield Hills, MI
Prosperity Wealth Strategies LLC
Peter Hamburger is a financial advisor with Prosperity Wealth Strategies LLC in Bloomfield Hills, MI, holding Series 65 and Series 66 designations and 18 years of industry experience. He previously worked for nine years at J.P. Morgan Chase and its affiliated investment management entities. Prosperity Wealth Strategies is a small discretionary investment adviser serving individual and high-net-worth clients, managing approximately $95 million across 55 client relationships. The firm focuses on ongoing portfolio management and comprehensive financial planning, applying Modern Portfolio Theory with a long-term trading approach and operating under fiduciary standards, primarily using mutual funds, equities, fixed income, and ETFs.
Nicole W
CFP®, Series 66
Bloomfield Hills, MI
Prosperity Wealth Strategies LLC
Nicole Wirick is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Prosperity Wealth Strategies LLC since 2019. She previously worked at Planning Alternatives Ltd. and Wealthcare Advisors. Nicole is a licensed attorney in Michigan but does not practice law. Prosperity Wealth Strategies is a small discretionary investment adviser managing approximately $95 million for individual and high-net-worth clients. The firm provides ongoing portfolio management and comprehensive financial planning, using Modern Portfolio Theory with a long-term trading approach across mutual funds, equities, fixed income, and ETFs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)