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 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).

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.

You can also browse Prosperity Wealth Strategies LLC's office locations.

Name	Location	Years of experience
Peter Hamburger	Bloomfield Hills, MI	18
Nicole Wirick	Bloomfield Hills, MI	15

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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.

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