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
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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2 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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3 months ago

Prosperitas Financial
Kick off the holiday season with us tomorrow, December 7th! Come take your photos with Santa Claus and enjoy a cup of hot chocolate!..Join us Thursday, December 7th 5-8 PM at Prosperitas Financial. ..We're partnered with the Marine's Toys For Tots Foundation. The goal, through the gift of a new toy, is to help bring the joy of Christmas and send a message of hope to America's less fortunate children. Make your donation of a new, unwrapped toy at Prosperitas Financial now through 12/13/2023. Drop off Monday-Friday between 8:00 - 4:00 PM...#ProsperWithUs #santaclaus #Holidays ... See MoreSee Less
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3 months ago

Prosperitas Financial
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4 months ago

Prosperitas Financial
Here it is. Go check it out and let me know what you think. Thank you again to Amanda Benson-Tilch at Ask Amanda for having me on the show. Always a great time and you are an amazing host. Go subscribe to the Ask Amanda YouTube channel to see all of Amanda’s other excellent content from her and her guests.Prosperitas Financial#ProsperWithUs #financialadvisor #financialplanning #businessowners #entrepreneur #business #podcast ... See MoreSee Less
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