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

#MeetTheTeam - Mack Herrera..As a Financial Advisor, Mack approaches each situation intending to discover and act on what he believes is in the client's best interest. He enjoys deconstructing why something is the way it is and determining how to improve it moving forward. ..Want to learn more about Mack? Visit our website www.prosperitasfin.com. #ProsperWithUs ... See MoreSee Less
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The explanation we all need right now after the news headlines today. #ProsperWithUs ... See MoreSee Less
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Prosperitas Financial
Please join us in welcoming Financial Advisor, Mack Herrera, to the Prosperitas Family...Driven by a desire to make a positive impact in his clients' lives, Mack creates, reviews, and adjusts comprehensive financial plans that are uniquely tailored to help them meet their goals. ..Mack can be reached at mherrera@prosperitasfin.com. Learn more about Mack on our website at www.prosperitasfin.com.#WereGrowing #ProsperWithUs #financialprofessional ... See MoreSee Less
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Prosperitas Financial
#MeetTheTeam - Jeremy Leibowitz..Jeremy first gained experience in the financial services industry when his father helped him guide his bar mitzvah money into investments. Today, Jeremy's mission is to understand clients' financial needs and reveal the best path for them to achieve their goals. ..Want to learn more about Jeremy? Visit our website www.prosperitasfin.com. #ProsperWithUs ... See MoreSee Less
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Prosperitas Financial
Please join us in welcoming Jeremy Leibowitz to the Prosperitas Family. ..As an independent advisor, Jeremy can offer his clients a wide array of financial services and do what is in their best interest. Jeremy is a Certified Financial Planner and has acquired a Retirement Income Certified Professional designation. ..Jeremy can be reached at jleibowitz@prosperitasfin.com. Learn more about Jeremy on our website at www.prosperitasfin.com.#WereGrowing #ProsperWithUs #financialprofessional ... See MoreSee Less
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