PROSPERITY FINANCIAL GROUP, INC.

Overview

Prosperity Financial Group, Inc. is an independent, SEC‑registered advisory firm operating as a capital allocator for both individual and institutional clients. The firm combines discretionary portfolio management with financial planning and pension consulting, and it also functions as an insurance broker. Its advisory menu includes direct portfolio management for individuals, small businesses and institutions, selection of other advisers, and hourly or fixed‑fee planning engagements in addition to percentage‑of‑AUM billing. Investment activity centers on liquid, fund‑based strategies: the firm’s portfolio construction favors public funds and mutual funds as core building blocks while retaining the ability to allocate to third‑party managers and separately managed account solutions. Prosperity Financial Group is not positioned as an ESG‑focused or multi‑state adviser. As a capital allocator that selects external managers, the firm can incorporate third‑party alternative managers when client objectives call for them.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices