Our Approach

We can help you start out right, correct course, or finish strong

Prosperity Wealth Advisors, Inc. is headquartered in Tampa, Florida, but we serve clients across the nation. Our experienced, dedicated wealth management team is responsible for delivering innovative tools for select families, business owners and institutions through a comprehensive wealth management approach that is personalized and built on a long-term relationship. Prosperity Wealth Advisors offers the following services: Client Portfolio Management, Wealth Planning, Risk Management, Estate Planning and Tax Planning strategies.

Multiple Custodians and Third Party Money Managers

Access to custody fee-based assets at five (5) different custodians: LPL FINANCIAL, FIDELITY, SCHWAB, TD AMERITRADE AND PERSHING. We also have over thirty (30) approved Third Party Money Managers ("TPMM") and a robust TPMM approval process for any managers not currently on our approved list. 

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