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

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Prosperitas Financial
Happy Friday and a very Happy Birthday to Mark! Have a great weekend everyone. ... See MoreSee Less
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Live NOW is Kymmer and Nathan Crookston's survivorship story. This mother-son duo has a special experience to share. Check out their story here - youtu.be/Ls1r2P4fnYg ... See MoreSee Less
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Are you a business owner? This one's for YOU! Insurance Specialist, Robert Clark, illustrates the benefits of a Business Overhead Expense insurance plan for business owners who become disabled. Any questions? Give us a call at 661-255-9555 📞youtu.be/LGn7dFydprw ... See MoreSee Less
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#MeetTheTeam - Dylan OlivaAs Prosperitas’ Portfolio Manager, Dylan Oliva is our mastermind behind analyzing market conditions and risk management. He works closely with our advisors to develop investment objectives unique to each portfolio. In his time away from the office, you’ll often find Dylan golfing, at the beach, or at your local wine bar. ... See MoreSee Less
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#MotivationMonday - Understand the fundamental truth about yourself. ... See MoreSee Less
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