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Growing, Preserving, and Managing Your Wealth Since 2005.

At Prosperity Wealth Advisors, Inc., we believe everyone should be able to live the retirement they have always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services designed to help you address your financial needs and concerns. 

Get Started in 3 Easy Steps

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Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like. 

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Engaging in our comprehensive

wealth assessment process, we'll examine your current financial situation and determine your retirement needs. 

Evaluate

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Plan

Receive a thoughtful, personalized strategy designed to help you reach your unique retirement goals.

Services We Offer

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Retirement Income Planning

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Social Impact and Charity

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IRA/401k Rollover

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Investment Advice

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Strategic Tax Planning

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Estate and Trust Planning

Upcoming Events

No events scheduled. Check back soon!

Meet Our Team

Michael Moffa, AIF®, AWMA®, CRPC®, CEPA® |

President & Private Wealth Advisor

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Callie Koenig |

Marketing Director

Callie Smile.HEIC

Dina Capitano | 

Office Manager

Dina Smile.HEIC

Today's retirement is different.

It's not the final chapter in the book of life, but rather the beginning... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

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