We help high-net-worth families and businesses maneuver through the complexity of wealth management through sophisticated investing and in-depth financial planning.
What types of clients benefit from working with The Prosperity Consulting Group?
At The Prosperity Consulting Group, we work with clients who:
- Are serious about building and preserving wealth
- Understand key areas that are critical to financial success: Investment Planning, Tax Planning, Retirement Analysis, Estate Planning, Insurance Planning, and Business Planning
- Demand their financial planners have an excellent level of competence and utmost integrity
- Require a skilled team of Certified Financial PlannerTM (CFP®) practitioners, Certified Public Accountants (CPA), a Certified Financial Analyst (CFA®), and an Accredited Investment Fiduciary (AIF®)
Are you ready to embrace life and prepare for a comfortable future? Let’s start a conversation. Fill out the form on this page and one of our advisors will be in contact with you soon.