Get The Investment Vocabulary You Need To Know

410.363.7211
Print

Who We Serve

Building strong and long-term relationships with our clients is very important to us. We work with clients who demand their financial planners have a great level of competence and utmost integrity. Our clients desire proactive communication, sophisticated planning, a team of trusted advisors and results.

The Prosperity Consulting Group works with affluent clients who are serious about building and preserving wealth.

Individuals and Families

  • Seeking comprehensive financial planning services
  • Strategically planning for a comfortable retirement
  • Facing life changing transitions such as divorce, loss of a spouse and inheritance
  • Women responsible for maintaining wealth
  • Transferring their assets through comprehensive estate planning
  • Diversifying stock and investment portfolios
  • Protecting their income and assets with a range of insurance options
  • Saving for future generations’ education
  • Integrating philanthropic and investment goals

Business Owners and Executives

  • Buying or selling a business or shares of a business
  • Optimizing corporate benefits through company sponsored 401(k) plans
  • Seeking a partner in a co-fiduciary capacity
  • Maximizing tax efficiency through business planning services
  • Retaining key employees through comprehensive retirement strategies
  • Deciding on business succession strategies
  • Reducing tax consequences via employer-sponsored retirement plans
  • Women owned businesses
  • Embarking on philanthropic strategies
  • Reduce administrative burdens of existing philanthropic strategies

Institutions and Non-profit Organizations

  • Optimizing long-term success with investment guidance
  • Developing investment policy statements
  • Seeking a partner in a co-fiduciary capacity
  • Creating a framework for the prudent oversight of institutional investment portfolios
  • Deciding on fixed income solutions
  • Achieving targeted level of return and acceptable level of risk with balanced portfolios
  • Reduce administrative burdens of existing philanthropic strategies
Building Relationships | Delivering Success®
The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
800 Red Brook Boulevard, Suite 300
Owings Mills
Maryland
21117
United States