A complete list of active advisors currently associated with Prospero Wealth, LLC

Warmer can help you find a great advisor at Prospero Wealth, LLC or one who fits your needs even better.

Prospero Wealth, LLC advises individuals (including high‑net‑worth clients), trusts, businesses and retirement‑plan sponsors, offering discretionary investment management, financial planning, retirement‑plan management, and coordination or referral for tax and estate needs. Services are fee‑only and generally billed as a percentage of assets under management; the firm also provides standalone planning and assets‑under‑advisement work for non‑public investments. The firm tailors portfolios to client objectives using fundamental and cyclical analysis, typically allocating among individual securities, ETFs, and, where appropriate, direct‑indexing strategies. Prospero implements a range of active tools — including inverse and leveraged ETFs, options, and short sales — and will monitor held‑away accounts for clients; clients can impose written restrictions or opt out of specific strategies. Noteworthy for a team adviser, Prospero both offers assets‑under‑advisement services for private, non‑public investments and employs derivatives and short‑selling strategies within separately managed accounts, practices that are less common among peers. The firm also licenses a digital estate‑planning platform (Wealth.com) for client use, participates in custodial model marketplaces, and maintains an affiliation with another registered investment adviser through an associated representative.

To learn more about the advisors currently working at Prospero Wealth, 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.