I'VE VISTED THIS PAGE
BECAUSE ____________.

Your answer, is why we're here.

We are organized and driven to help you sort through your financial and emotional concerns that can entangle you. We work to free you up to focus on the things that matter most to you.
 

As a Fee-Only, client-first firm, delivering solutions based upon WHY you came to visit with us is where we prove ourselves to be valuable to you, your family, your business and your legacy.

Our Holistic Approach Evolves With You

Consider that when you approach your wealth
holistically, different dimensions are evolving but not always with the same pace and direction.

 

Financial • Creating clear and realistic expectations among the heirs. Teaching all heirs values and responsibility about managing wealth. Generating a sense of responsibility and capability to support the long term strategy. 

 

Structural • A written Family Constitution. Regular meetings of family councils, assemblies and boards. Accountability and clear communication to beneficiaries.

 

Human -Developing the character, skills and identity of each heir to understand how to manage wealth, to find important work, and to live in a complex, difficult and demanding global environment.

 

Family • Generating respect and trust by regular communication. Healing past misunderstandings and hurts. Ability to listen and learn from each other. 

 

Societal • Expressing their values in the community through
action. Involving all family members in service and philanthropy. Human • Initiating age appropriate discussions about money with heirs. Building self esteem and identity independent of having money. Helping heirs develop a sense of purpose for their lives.
Developing skills and capability to make their way independently.

 

Spiritual •  Understanding the deeper meaning and purpose of wealth in their lives. Family mission and values statement. Telling the family story to the next generation. Talking together about values and what is really important.

If you would like to have a clear understanding of your Prosperity
PLEASE TELL US WHY
HOURS & LOCATION
Location

231 S Phillips Ave, Suite 203

Sioux Falls, SD  57104
agathaj@prosperityconsulting.net

 

Tel: 605-275-9181

Fax: 605-275-9182

 

405 8th Ave NW, Ste 302

Aberdeen, SD  57401

Tel: 605-262-0308

Fax: 605-262-0547

Hours

Anyday - Everyday 

Being a boutique firm, our office times can vary as we're focusing on our clients' needs. Please call ahead.

 

Where and as you need us

by Appointment

© 2015 by Prosperity Wealth Management    >>>     Call us: 605-275-9181      

All written content on this site is for information purposes only.  Opinions expressed herein are solely those of Prosperity Wealth Management, LLC and our editorial staff.  Prosperity Wealth Management, LLC is a Registered Investment Advisor in the State of  South Dakota. (Registration does not imply a certain level of skill or training) Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation  The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of South Dakota or where otherwise legally permitted.