About

We strive to prepare you for that day. For many, having a Financial Adviser means having someone to take care of things for you while leaving you in the dark. We see our role as to enlighten you and to involve you in the financial decision-making process. We aim to prepare you, equip you, support you and be your advocate as you achieve your financial success. The way we go about that is simple, yet effective. You will easily recognize that our Momentum Based Financial Solutions (Prosperity 360), our Purpose Based Portfolios (Grow, Harvest, Preserve), our Advance and Protect Asset Management disciplines, Our Prosperity Fundamental Value Indicator Report and our original authorship of The Prosperity Ratio(TM) are all distinctive value we bring to you as a client.