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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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
In this NEW episode of the #advicefirst podcast, host Robert Clark interviews Dr. Brian Edwards, Owner and Dentist at Three Sixty Dentistry. We find out how his unique approach to dentistry is dissimilar to the traditional dental practice. Brian showcases his mindset to work ON the business, as opposed to IN the business at least one day a week and how this has tremendously improved his practice and life. Check out the FULL podcast on YouTube, Spotify, Apple Podcasts, Stitcher, or your favorite podcast platform!youtu.be/nUcuO5GmS_YConnect with Brian:Instagram - threesixtydentistryFacebook - Three Sixty Dentistry by Brian T. Edwards, DDS Inc.Website - www.threesixtydentistry.comPhone Number - 661-254-4000 ... See MoreSee Less
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#MeetTheTeam - Robert ClarkInsurance Specialist, Co-Founder, and Podcast Host, Robert Clark, found his passion for the industry that saved his family after the loss of his father. His family relied on the disability benefit for nearly 20 years. Robert strives to protect the income of other families and businesses. When away from the office, he enjoys golfing, reading, and relaxing with his family. ... See MoreSee Less
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#MondayMotivation - There is light at the end of the tunnel. Keep pushing. ... See MoreSee Less
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