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

Our First Quarterly Investment Webinar of 2024 is now available on our YouTube Channel. Check it out!#ProsperWithUs #Webinar #marketupdate ... See MoreSee Less
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Please join us in welcoming Cheri Haines to the Prosperitas Family!..Cheri's professional background includes office administration and finance. Her goal is to provide the highest level of professionalism and customer service to all Prosperitas clients. As a mom of four, her skills to efficiently manage multiple projects will prove beneficial to our team. ..Cheri can be reached at chaines@prosperitasfin.com or 661-255-9555 x106.#we'reGrowing #ProsperWithUs #clientserviceassociate ... See MoreSee Less
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Prosperitas Financial
Join us Saturday, May 4th from 12-3pm at Lucky Luke Brewing SCV!..Come enjoy an afternoon with the Prosperitas Family! Beer, Tacos, & Cornhole. Friends and families welcome...Reserve your complimentary space today! Link below.www.eventbrite.com/e/prosperitas-financial-client-appreciation-event-tickets-861126501547?aff=odd... ... See MoreSee Less
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2 months ago

Prosperitas Financial
Our very own Heather Brockhurst spent the evening with Mark Wahlberg & crew serving his Flecha Azul tequila.vegaspublicity.com/45110/mark-wahlberg-serves-tequila-at-summerlins-marche-bacchus.html ... See MoreSee Less
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4 months ago

Prosperitas Financial
Happy Holidays from the Prosperitas Financial Family! Sincerely, Fred, Rafiq, Jennifer, Andrew, Heather, Jerry, Stephanie, Roger, Jessica, Rick, Jeremy, Rian, Dylan, Mack, Katie, Brooke, Robert, Mark, Chris, Scott, Elizabeth, and Brittany #ProsperWithUs #happyholidays ... See MoreSee Less
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