Prosperity Wealth Management

Strategic Partners

Our strategic partners are extensions of the local team at Prosperity Wealth Management. We have joined with these national organizations to bring trusted and wide-ranging expertise to our clients, across all areas of wealth management for all seasons of life.

Financial Planning

Certified Financial Planner Board of Standards, Inc. (CFP Board)

CFP® CERTIFICATION: THE STANDARD OF EXCELLENCE
 
CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
 
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the highest standard of financial planning.
 
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

National Association of Personal Financial Advisors (NAPFA)

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Their rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then they have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to a Code of Ethics.  It's all a part of the mission of NAPFA.

 

The association provides support and education for over 3,700 practitioners all over the country and is governed by the NAPFA Board of Directors and supported by four Region Boards.

 
NAPFA members live by three important values:
  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Estate Planning

Heckerling Institute

The Heckerling Institute on Estate Planning is the nation’s premier conference for estate planning professionals, offering unparalleled educational and professional development opportunities for all members of the estate planning team. The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, and nonprofit advisors. The Institute is also the home of the nation’s largest exhibit hall dedicated entirely to the estate planning industry.

Purposeful Planning Institute

The Purposeful Planning Institute seeks to promote innovation and collaboration at a practical level amongst the various professionals who serve legacy families. Members are professionals from a broad spectrum of those who serve families of wealth and families in business including lawyers, wealth managers, trust officers, planned giving experts, psychologists and therapists who are family business and family wealth advisors.  Members of the Purposeful Planning Institute (PPI), the network of members actively engaged in Purposeful Planning, are known as Collaborators. 

Leimberg and LeClair

Stephan R. Leimberg is CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, President of Leimberg & LeClair, Inc., a publishing and software company in Bryn Mawr, Pennsylvania, and Publisher of Leimberg Information Services, Inc. A nationally known speaker, Professor Leimberg has addressed the Miami Tax Institute, the NYU Tax Institute, the Notre Dame Law School and Duke University Law School's Estate Planning Conference, the National Association of Estate Planners and Councils, and the AICPA's National Estate Planning Forum. Leimberg has also spoken to the Federal Bureau of Investigation, and the National Aeronautics and Space Administration.

Leimberg was awarded the Excellence in Writing Award of the American Bar Association's Probate and Property Section. He has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also recipient of the President's Cup of the Philadelphia Life Underwriters, a two-time Boris Todorovitch Lecturer, and the First Ben Feldman Lecturer.

Leimberg was named 1998 Edward N. Polisher Lecturer of the Dickinson School of Law and was a featured speaker at the American Bar Association's Tax Sections Annual Meeting.

Investment Management

Dimensional Fund Advisors

Dimensional’s investment approach is grounded in economic theory and backed by decades of empirical research. Dimensional is an extension of Prosperity Wealth Management that supports our investment management services based on peer-reviewed economic research.

Vanguard Group

Mr. Bogle's formation of a "mutual" mutual fund company, his tireless upholding of sound investing principles, and his strict adherence to the highest professional standards helped transform an entire business. Nobel-winning economist Paul A. Samuelson observed in the foreword to Bogle on Mutual Funds: "John Bogle has changed a basic industry in the optimal direction. Of very few can this be said."  From his Princeton thesis that foreshadowed Vanguard's creation to his final books calling for sweeping financial industry reform, Mr. Bogle endeavored to make the ideal a practical reality. He declared in his final chapter of Enough: "Because what I'm battling for—building our nation's financial system anew, in order to give our citizen/investors a fair shake—is right. Mathematically right. Philosophically right. Ethically right."

Schwab Institutional

The Charles Schwab Corporation is a bank and stock brokerage firm based in San Francisco, California. It was founded in 1971 by Charles R. Schwab. It is ranked 13th on the list of largest banks in the United States and it is also one of the largest brokerage firms in the United States.

Investments & Wealth Institute

The Investments & Wealth Institute is a professional association, advanced education provider, and certification board for financial advisors, investment consultants, and wealth managers who continuously strive for excellence and hold themselves to the highest ethical standards. The Institute’s mission is to deliver premier investment consulting and wealth management credentials and world-class education.