Wealth Management - Bull Market

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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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

13 hours ago

Prosperitas Financial
Join us Tuesday, May 18th at 5:30pm for a LIVE webinar with Life Insurance Specialist, Scott Zimmerman!Scott will help you understand the complexities of life insurance and ease your worries about your family's financial future. To Register: us02web.zoom.us/j/83893890762?pwd=a0NsaWE0UCtVdFVnbHh1WFdXMWd6QT09 ... See MoreSee Less
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Fearing Regret not Failure: Your Recipe For Success with Tony VelascoIn this episode of the Advice First Podcast, we grab time with Tony Velasco, owner of Afterburn Fitness in Southern California. Tony shares his insights around adopting a winning mindset, building and scaling a business, and leaving a legacy along the way. Afterburn Fitness started from an outdoor bootcamp in public parks and mall parking structures. 10 years later, Afterburn has two 10,000+ sq ft locations in Southern California. Check out the FULL podcast on YouTube, Spotify, Apple Podcasts, Stitcher, or your favorite podcast platform! CONNECT with Tony Velasco -Instagram: @tonyvelasco_ TikTok: @mindset_Tony ... See MoreSee Less
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#MeetTheTeam - Mark PetersenAs Chief Operating Officer and founding member of Prosperitas, Mark strives to make systems and processes more efficient and effective for the team. His unique talent allows him to lead the company’s business operations, specifically in areas of technology and marketing. Mark is a dedicated father and husband who cherishes family trips, dirt biking, and playing video games with his kids. Want to learn more about Mark? Visit our website, prosperitasfin.com. ... See MoreSee Less
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