Our Firm

Prosperity Investment Services is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Many people believe that their financial well-being is linked solely to their ability to earn a high income. True financial independence, however, has much more to do with understanding and taking advantage of the finances you have. It's more about setting financial goals and learning to use financial strategies that will help you meet your objectives.

Our goal is to help you and your family plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate. We can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation.