GROW AND PROTECT YOUR

WEALTH AT PROSPERIANT

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Prosperiant Wealth Management was created to deliver our clients a simplistic way to invest their money with trustworthy advisors that have their best interests at heart. We manage our clients money in the same way that we manage our own.

Investing your money can be really simple or really hard, but the choice is ultimately yours. When you work with proven and trusted professionals that have a strong process in place, you can take the guesswork out of investing.

Our Services

  • Asset Management

    We help manage our clients assets with time tested strategies that take into account each individual’s ability to handle risk and couple them with an allocation that is most suitable to them. We ensure that every client fully understands their portfolio.

  • Financial planning

    Financial Anxiety can stem from the separation between where you are financially and where you would like to be financially. Let us help you to bridge that gap and plan for the road ahead. “No one plans to fail, they simply fail to plan.”

  • Risk management

    While it is important to grow your money, it is equally as important to ensure that you keep your money. We help our clients to grow and protect their wealth by focusing simultaneously on a balance of return maximization & risk mitigation.

OUR PARTNERS

Blue background with white text displaying the name 'charles schwab'

Charles sChwab

Morningstar logo with white text on a red background.

Custodian & Administrator of Assets

MorningStar

Logo of Envestnet featuring a stylized blue and black geometric design and the company name in blue text.

Research & Analytics

ENVESTNET

Complex Solutions Partner

What can we help you manage?

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  • 401k Rollovers

  • IRA’s

  • Brokerage Accounts

  • Trusts

  • 529 Plans

  • Inheritances

  • Proceeds from the sale of a home or business

  • Structured Settlements

  • Cash Management

  • Pension Plans

  • Endowments