Wealth Management, Retirement & Investment Financial Advisor

With nearly 30 years of experience, the team at Prosperity Wealth Management has the expertise in personal wealth protection and the resources to guide our clients in the stewardship of their wealth.  We deliver highly personalized services to a select number of clients, and we specialize in working with physicians, dentists, professionals, and business owners.  Our planning is based on five complimentary areas of wealth management that work together to help them reach their goals: mitigating taxes, structuring the most advantageous retirement plan, securing their income in case of unexpected events now and for financial independence in the future, shielding personal and business/practice assets, and properly designing their portfolio to build and secure wealth for their financial future. Since these doctors and entrepreneurs will not be receiving a pension, we work closely with them to ensure that all aspects of their financial plan work together to move them toward financial independence.

The firm focuses on serving women investors as well.  As a woman and a wealth manager, Lauren understands the special financial concerns of independent women and recognizes what is important to them. At Prosperity Wealth Management, we provide the compassionate understanding and financial guidance women want to help them safely protect and grow their wealth and pass on their financial legacy to the next generation.

For us, wealth management is more than a business relationship. When we take on a new client, we hope to be considered part of their family. We believe our success in serving our clients is based on these close relationships. We take the time to thoroughly understand our clients’ most important objectives and their family situations. We then provide them with customized solutions to help them realize their goals. We try to exceed our clients’ expectations through the highest level of personal attention and accessibility and strive to earn their loyalty through exceptional service.

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