A personalized approach to managing wealth
Private wealth management with an eye toward the future demands
vigilance and time-tested skill in today’s global economy. Over the years, The Prosper Group has worked with clients and other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help strive for its endurance for future generations. And we’ll do the same for you.
The Prosper Group can offer you an array of personalized services, support, and guidance that can help make a positive difference in the pursuit of your short-term and long-term financial goals. We handle private wealth management, wills and trusts, estate planning, investment management, retirement planning, personal financial planning, risk management, investment management, and corporate finance. We are a team of certified financial advisors and investment strategists.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
Think of The Prosper Group as your personal guides to navigating the world of finance and investing.
We provide you with several options to build out your portfolio while keeping your short-term and long-term financial goals in mind, and then we zero in on the best way to invest your money. However, finding the best investments isn’t a one-and-done process, nor is it the same for every client. At The Prosper Group, we treat every client differently because we know everyone’s financial journey is specific to them.
Visionary strategists ALIGNED WITH YOU
With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts so that we can elevate your overall financial planning and help you develop the best investment strategy for your situation.
Success belongs to a CLASS OF ITS OWN
There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.
Impeccable attention to EVERY DETAIL
Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s our nuanced and proactive approach to handling every aspect of your financial planning and analysis that sets us apart – not to mention our steadfast commitment to excellence and dedication to quality.
If you’re new to the world of investing, we’re sure that you have questions, such as:
“What is a financial advisor?”
“What does a financial advisor do?”
And finally, “How much does a financial advisor cost?”
