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Come experience the fee-only,
fiduciary way

Envisioning the big picture and setting goals in line with your life’s values are crucial in mapping your financial future. Together, we'll design a strategic, custom-to-you, comprehensive financial plan that helps build your version of an extraordinary life.

Reasons to Work with our Team

Navigate your financial life with confidence and clarity

Your unique definition of success is our guide

A collaborative approach where our wisdom meets yours

Courage in the face of the unknown through candid and compassionate guidance

Our Services

Happy mature woman holding hands with her family while moving up the hill towards their picnic place.

A tailored, strategic plan for your family's wealth.

Our team designs a plan and strategy to give individuals, families, business owners, and succeeding generations competence, confidence, and empowerment to stand on the shoulders of the generation before them.

Father and son fishing with fishing net in river

Are you looking for direction and coaching for your money and life decisions?

Our team collaborates with individuals and families within a coaching-focused financial planning experience to create a comprehensive financial plan. The foundation of planning is in the plan and knowing where you are today. Then, our coaching helps to launch you to where you want to go.

Cropped shot of two young business colleagues using a laptop during a discussion over their financial paperwork in a cafe

Designed for those who know where their time is best spent.

If you're a Multi-Generational Wealth Planning or Financial Planning client, you can elect our team to manage your investable assets. We'll do the research, implementation, and ongoing maintenance required to uphold a successful investing strategy that fits within your broader financial plan.

Partnering with Prosperity Wealth Management

We ask the hard questions that help you define your version of success, get in the mindset of appreciation vs. scarcity, and approach the changing seasons of life with confidence and optimism. We might be a good fit if you share in some of our values:

Open-minded
Honest
Transparent
Engaged
Open-minded
Honest
Transparent
Engaged
Not afraid of change
Not afraid of hard work
Value the process
Appreciate a long-term outlook
Committed to working toward their unique vision and purpose
Willing to explore all six elements of wealth: financial, structural, human, family, societal, spiritual
Not afraid of change
Not afraid of hard work
Value the process
Appreciate a long-term outlook
Committed to working toward a unique vision and purpose
Willing to explore all six elements of wealth: financial, structural, human, family, societal, spiritual

We believe an all-encompassing financial plan, not individual products with hidden agendas, is the key to leveraging your resources to get you where you want to go.

Request An Appointment

A member of our team will follow-up with you to discuss availability and confirm an appointment time.