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.
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.
- 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.
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.
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.
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.