Candid, prudent, experienced. We are a financial advisory group that focuses on investment planning, asset management, and overall financial growth.
Prosper Wisely
We help you cut through the noise and find true value. As a fiduciary, we always put your interests first.
At Prosper Wisely, we’re hyper-focused on bringing you the best ideas while lowering your overall costs.
Personalized financial advice for your present and future.
Investment Management
Selecting the right mix of investments is crucial when building a unique plan made for you. We use your goals and world-class research to inform our advice. Our approach allows for as much control and transparency as you want. Whether it’s full management or planning-based, we have a service approach that works for you.
Financial Education
Educating our clients is paramount to what we do. Financial products can be complex, and it’s essential that investors understand what they own to provide peace of mind that it fits with their goals. Education also demystifies investing allowing you to see the investing world with clearer eyes.
Cost-effective Advice
Building wealth over time requires the effect of compounding, paying close attention to fees is an important factor. Flat fees allow your money to grow faster. We offer a mixture of services that can be combined to achieve lower overall costs without sacrificing service and expertise.
Tax & Estate Planning
As we build and maintain your strategy we constantly seek out ways to minimize your tax costs. This is achieved through smart asset selection as well as type of investment vehicle. We partner with experienced legal teams to ensure that your estate is structured properly.
