Prosperitas Financial - Wealth Management and Financial Planning

Wealth Management

At Prosperitas Financial, wealth management means far more than just investing money in the stock market. In our opinion, wealth management encompasses all aspects of a client’s financial life. That is why we utilize an extremely comprehensive and holistic approach to wealth management and financial planning focused on the singular goal of helping our clients achieve financial success.

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pros·per·i·tas

Advance or gain in anything good or desirable;

Successful progress in any business or enterprise;

Attainment of the object desired;

Successful, flourishing, or thriving condition;

Good fortune.

Comprehensive Financial Planning

A truly comprehensive financial plan should cover all aspects of your financial life. At Prosperitas Financial, we believe that if one piece is not functioning properly, the whole machine breaks down. That is why we take an extremely holistic approach to financial planning where we want each and every element of your financial life communicating and working together towards a common goal.

Giving Back

At Prosperitas Financial, we strive to make a positive impact, not just in the lives of our clients, but also in our community and, frankly, in the entire world. Learn more about how you can help Prosperitas Financial in our quest to make our communities and the world a better place.

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Latest Media

Prosperitas Financial

3 days ago

Kick off the holiday season with us on December 1st! Come take your photos with Santa Claus and enjoy a cup of hot chocolate! ..Join us Thursday, December 1st 5-8 PM at Prosperitas Financial. Visit the link in our bio for more information. ..This year, we are grateful to be partnered with the Marine's Toys For Tots Foundation. The goal, through the gift of a new toy, is to help bring the joy of Christmas and send a message of hope to America's less fortunate children. Make your donation of a new, unwrapped toy at Prosperitas Financial now through 12/16/2022. Drop off Monday-Friday between 8:00 AM - 4:00 PM...#ProsperWithUs #santaclaus #Holidays #december #cookies #candycanes ... See MoreSee Less

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Prosperitas Financial

1 week ago

Our Third Quarterly Webinar of 2022 is available NOW! Check it out on our YouTube Channel.#webinar #ProsperWithUs #fixedincome ... See MoreSee Less

Changing of the Seasons: 4th Quarter Opportunities

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Our Quarterly Investment Webinar of Q3 2022 featuring Christopher Ingram of Prosperitas Financial and Jeffery Elswisk of Frost Investments.Prosperitas Financ...

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Prosperitas Financial

1 week ago

#MeetTheTeam - Jordan Hubbs..As a Financial Advisor, Jordan focuses on the entire picture, not just the investments. He will work with you throughout the many stages of your life to plan responsibly and make adjustments when goals and situations change. ..Want to learn more about Jordan? Visit our website www.prosperitasfin.com. #ProsperWithUs ... See MoreSee Less

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Prosperitas Financial

2 weeks ago

Santa Claus is coming to Prosperitas!! Come meet and have your photo taken with Santa. Kick off the holiday season with hot cocoa, cookies, and candy canes. ..Join us Thursday, December 1st 5-8 PM. Visit the link in our bio for more information. ..This year, we are grateful to be partnered with the Marine's Toys For Tots Foundation. The goal, through the gift of a new toy, is to help bring the joy of Christmas and send a message of hope to America's less fortunate children. Make your donation of a new, unwrapped toy at Prosperitas Financial now through 12/13/2022. Drop off Monday-Friday between 8:00 AM - 4:00 PM...#ProsperWithUs #santaclaus #Holidays #december #cookies #candycanes ... See MoreSee Less

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