A complete list of active advisors currently associated with The Prosperity People

Warmer can help you find a great advisor at The Prosperity People or one who fits your needs even better.

The Prosperity People (The Wealth Advisory Team, LLC) is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and businesses. The firm offers discretionary and non‑discretionary portfolio management through model asset‑allocation portfolios, along with financial planning, consulting and participant account management for held‑away retirement plan participant accounts via a third‑party platform. Investment implementation relies largely on pre‑designed model portfolios with stated target return ranges and risk bands (from Cash & Fixed Income to Aggressive equity allocations), and accounts are managed on a discretionary basis consistent with client objectives and tax considerations. The firm employs a mix of analytical approaches — including fundamental, technical, quantitative and qualitative analysis — and conducts periodic reviews (quarterly, semiannual or annual by account size) using tools such as Advyzon and MoneyGuidePro. Distinctive features noted in the brochure include a close operational relationship with an affiliated CPA firm (The Advisory Team, LLC, d/b/a Mackey™), with separate accounting services offered by that firm and reciprocal referral practices disclosed as separate, typical compensation arrangements. The Prosperity People also documents firm activities beyond typical portfolio management — including book sales and speaking engagements through a related holding company and routine client communications such as written financial plans and itemized quarterly fee reports — and uses a third‑party participant‑account platform to manage held‑away participant accounts.

To learn more about the advisors currently working at The Prosperity People, 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.