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Exit Strategies of the Rich and Famous

WHAT WE DO

At Prosperity Wealth Advisors, Inc., we focus on clients whom we believe we can help make a lasting difference in pursuing their financial objectives and goals. As a boutique firm, we offer a comprehensive suite of investment management and financial planning strategies, serving exclusive clientele of individuals, business owners, and affluent & ultra-high-net-worth individuals in order to provide high-level, personalized advisory service.

Our team of fiduciary advisors specializes in serving clients experiencing major life changes, such as women in transition, family stewards, or thriving retirees. Whatever their particular needs, all of our clients share a common goal: to protect and grow their assets.

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WHAT IS A FIDUCIARY ADVISOR?

A fiduciary advisor is an investment professional or financial advisor who is required by law and practice to act solely in the interests of and with undivided loyalty to their clients. A fiduciary’s advice and recommendations must align with your specific objectives, timeframe, and risk tolerance.

When managing your investment portfolio's, a fiduciary must strive for an optimal balance of risk and return. That person must exercise care, skill, diligence, and objectivity in evaluating, recommending, and reviewing investment options.

Our Wealth Advisors are an Accredited Investment Fiduciary® and have a legal fiduciary obligation by upholding your interests above our own.

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VALUES-BASED FINANCIAL PLANNING

Today's clients expect more from a fiduciary advisor. Not just help me build a portfolio or select different securities, its help me integrate all the different facets of my financial life in an orderly sensible manner.

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RETIREMENT PLANNING

Through the retirement planning process, we are able to provide you with a road map and solutions to create your overall lifestyle design and take into consideration appropriate level of risk within your investments.

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INVESTMENT STRATEGIES

Whatever your objectives, we can help you construct an investment strategy that is tailored to your unique situation.

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PORTFOLIO STRESS TESTING


Here you can crash test your investment portfolio to see how it will react to future market crises you read about in the press. This will help you take action before it is too late. 

Wealth Crash Testing based on portfolio stress testing, a sophisticated financial modeling simulation technique used exclusively by professional asset managers to determine vulnerability of investments.


ANNUITY STRESS TESTING

We provide an overall in-depth review of your current annuity and/or potential annuity options, and then deconstruct them to determine exactly what the guarantees, costs, advantages and disadvantages are in your particular situation.

With the number of annuity options out there, it can be stressful and time consuming to sort through and find the one that’s right for you. At Prosperity Wealth Advisors, Inc., we offer a complimentary Annuity Stress Test to help you decode these complicated tools.

What Is Your Risk Number?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Setting portfolio return expectations using risk (rather than average return) leads to better-informed and happier clients. Use powerful risk analytics to quickly assess the Risk Number of a client’s portfolio holdings for a potential risk-adjusted analysis. 

Does My Portfolio Risk Fit Me?

FROM THE BLOG

7 Financial Tasks Before 30

You’re only in your 20s once, so squeeze every last drop out of them. This does not mean you should put your finances on the back burner.

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The Markets

You may be enjoying the economic benefits of gas prices around two dollars a gallon, but last week investors were skeptical about the effect of low, low oil prices on companies’ performance during 2015.

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5 Big Retirement Mistakes

Putting away lots of your salary each month may seem like a great plan to have a comfortable retirement. There are plenty of ways you could be actually hurting your savings.

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