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

22 hours ago

Prosperitas Financial
Are you doubting your needs for an insurance policy? Most people associate a disability by needing a wheelchair or crutches and while sometimes that may be the case, the most common disability insurance claims are filed by those who experience musculoskeletal issues, cancer, mental health disorders, or cardiovascular complications. ..Disability Insurance Specialist, Robert Clark, explains why disability insurance coverage is a crucial topic to discuss.#di #disability #ProsperWithUs ... See MoreSee Less
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2 days ago

Prosperitas Financial
Hope everyone had a safe and fun 4th of July! Happy Birthday America! 🇺🇸❤️🤍💙 ... See MoreSee Less
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Financial Advisor, Jerry Citarella, dives into term life insurance and explains how we can design a policy to work advantageously for any given situation or timeline. ..If you haven't already done so, be sure to review these policies with your Financial Advisor to see if there is room for any improvements. #termlife #insurance #ProsperWithUs ... See MoreSee Less
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1 week ago

Prosperitas Financial
What a FUN day!!! A HUGE thank you to all of our clients, friends, families, sponsors and vendors who showed up in the 100 degree weather and made this event such a success! We appreciate each and every one of you. In case you missed it, be on the lookout for our next event. Visit our events page at www.prosperitasfin.com/our_events. ..More photos to come!#prosperitasinthepark #2022 #clientappreciation #ProsperWithUs ... See MoreSee Less
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Prosperitas Financial
Does your financial advisor have a system for strategic partners to assist in the financial planning process? ..Your financial advisor does not have to be an expert in every area, that's what our in-house specialists are for. The structure at Prosperitas is unlike any other. We're fortunate enough to cover each and every aspect of a your financial life but provide your advisor more time to do what they do best, which is meeting with you and growing your relationship. #StrategicPartners #experts #financialadvisor #ProsperWithUs ... See MoreSee Less
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