Bloomfield Hills, MI Woodward Avenue Office

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).