Prosperitas Financial - Wealth Management and Financial Planning At Prosperitas Financial, we believe in empowering individuals and businesses with professional financial guidance tailored to their unique goals Whether you’re planning for retirement, growing your wealth, or securing your financial future, our team is here to help you navigate every step with confidence
Portfolio Management - Prosperitas Financial Prosperitas Financial offers a comprehensive suite of investment strategies that includes actively managed individual stock portfolios, traditional asset allocation models, and environmentally and socially responsible (ESG) portfolios
Rian Denich - Financial Advisor - Prosperitas Financial In his opinion a financial plan is incomplete without conversations around investments, retirement, insurance, education, tax, and estate planning Under Prosperitas, he has access to strategic partners that specialize in these areas, and he is able to bring them in to the conversation when needed
The Wealth Management Revolution - Prosperitas Financial Prosperitas Financial is revolutionizing wealth management The traditional wealth management model is predominantly focused on investing your money The sales pitch is that somehow their investments are superior to the investments of the advisor down the street
Asset Management Investment Analysis- Prosperitas Financial At Prosperitas Financial, we have a broad range of investment options and portfolio strategies to choose from which allows us to tailor a client’s investment strategy to match their goals, time horizon, and tolerance for risk
Financial Planning - Prosperitas Financial At Prosperitas Financial, we help our clients by estimating the potential, future cost of higher education, designing a savings plan that best fits their budget, and sorting through the myriad of investments and accounts that are available to save for college in order to come up with the best solution for them, and their child’s, unique
Stephanie Asmar - Prosperitas Financial She started her career in the financial industry in 2016 and is now currently an assistant with Prosperitas Financial Services Stephanie’s professional background includes client services in a variety of business fields
Christopher M. Ingram - Financial Advisor - Prosperitas Financial Just like it was 22+ years ago for Mr Ingram, Prosperitas Financial is still driven by the same core values, an uncompromising commitment to do the right thing in order to make a profound and positive difference in the lives of our employees, clients, and the communities we serve