A complete list of active advisors currently associated with Prosperity Wealth Strategies LLC
Warmer can help you find a great advisor at Prosperity Wealth Strategies LLC or one who fits your needs even better.
Prosperity Wealth Strategies LLC provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients, managing roughly $95 million for about 55 clients with a two‑advisor team. The firm prepares individualized Investment Policy Statements and delivers ongoing portfolio monitoring and reporting as part of its advisory services. Investment decisions are guided by modern portfolio theory and a long‑term trading orientation, with allocations typically using mutual funds, equities, fixed income and exchange‑traded funds, including precious‑metal ETFs. Prosperity documents client risk tolerance, operates with discretionary trading authority, and conducts at least quarterly reviews of client accounts. Compared with many small, supported advisory firms, Prosperity requires clients to custody assets at Charles Schwab Advisor Services and does not utilize third‑party sub‑advisers or participate in wrap fee programs, concentrating execution and custody relationships. The firm also offers standalone, fixed‑fee financial planning engagements and is led by a principal with a legal background, features that are less common for a practice of its size.
To learn more about the advisors currently working at Prosperity Wealth Strategies 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.
Name |
Location |
Years of experience |
|---|---|---|
Bloomfield Hills, MI
| 18
| |
Bloomfield Hills, MI
| 14
|
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