About
our founding story
At the core of Prosperitas lies a foundation that embodies the essence of experience, innovation, and trust. Our journey began with a group of exceptional individuals who shared a common vision: to provide founders and multi-generational wealth families with comprehensive financial solutions tailored to their unique needs.
We recognized that these individuals needed not only expert guidance but also a partner who understood the intricacies of building and preserving substantial wealth. Thus, our team embarked on an unwavering commitment to combine years of industry experience with cutting-edge innovations in order to deliver unparalleled services.
We knew that trust would be paramount in establishing long-lasting relationships, so we built our foundation on integrity, transparency, and accountability. Through continuous collaboration with our clients, we have consistently adapted to changing market dynamics while staying true to our value proposition- empowering founders and multi-generational wealth families to navigate complex financial landscapes successfully.
Our success is rooted in recognizing opportunities where others see challenges; it is embedded in each interaction as we strive for excellence through personalized strategies crafted meticulously for every client’s objectives. As pioneers within this field, we are driven by an insatiable desire for growth—both for ourselves and those whom we serve—and remain committed to being at the forefront of advancements within the private wealth management industry.
We Act As a Fiduciary for You
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As a Registered Investment Advisor (RIA)…
We have a fiduciary duty to act in your best interest.
We only and always act in your best financial interest to offer the best solutions that fit your needs.
We are registered with the Texas State Securities Board.
This regulation helps ensure that we serve your interests as fiduciaries.
We provide more than just investment advice.
We also advise on a range of subjects that are part of your financial life, from retirement planning to insurance and estate planning.
Our firm has been a member since 2006.
The Financial Planning Association® (FPA®) is the leading membership organization for financial professionals and those engaged in the financial planning process. The FPA helps financial advisors be a partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking.
Our Core Values:
We lead with power and purpose.
We are passionate about our calling.
We strive for personal and professional excellence.
We connect for collaborative impact.
We care for and support each other.
Your Partner in Planning™
Testimonial
