EisnerAmper Wealth Management

At Prosperity, we pride ourselves on being a premier financial services firm dedicated to providing our clients with comprehensive and tailored solutions to achieve their financial goals. With a team of experienced professionals, including CFP professionals, CPAs, and insurance experts, we offer a wide range of services designed to help individuals, families, businesses, and institutions cultivate financial security, peace of mind, and success.

Our History

Prosperity was founded in 2005 as a Registered Investment Advisory (RIA) firm, committed to providing objective investment advice and wealth management solutions to our clients. Over the years, we have grown and expanded our services to address the diverse and complex financial needs of our clients. Our team of experts has a deep understanding of the financial industry and stays up-to-date with the latest trends and regulations to provide the most effective and innovative solutions.

Our Services

We offer a comprehensive range of financial services, including Investment Management and Financial Planning, Tax Planning, Income Solutions and Asset Preservation, Retirement Planning, Business Planning, Estate Planning, 1031 Exchanges, Insurance Planning, Education Planning, and 401(k) Plans. Our team of experts works together to provide personalized advice and investment solutions tailored to our clients' specific needs and goals. We act as a fiduciary, placing our clients' interests first and foremost, and are committed to delivering exceptional service and results.

Our Mission

Our mission is to help our clients achieve financial freedom and live the life they deserve. We believe that everyone deserves to have a clear understanding of their financial situation and a plan to achieve their goals. Our team of professionals is dedicated to providing unmatched financial planning and investment advice to help our clients make informed decisions and take control of their financial future.

Our Team

Our team of experts is comprised of experienced professionals with a passion for providing exceptional service and results. We have a strong team of CFP professionals, CPAs, and insurance experts who work together to provide comprehensive financial planning and investment advice. Our team is committed to staying up-to-date with the latest industry trends and regulations to ensure our clients receive the most effective and innovative solutions.