PROSPURPOSE WEALTH

Overview

Prospurpose Wealth is an independent, owner-operated RIA that focuses on serving individuals and families with fee-based financial planning and discretionary portfolio management. The firm emphasizes liquid, exchange-traded instruments and lists equities and ETFs as its dominant allocation preference. It provides ongoing financial planning, manages portfolios for individuals and small businesses, and distributes written commentary or newsletters as part of its client communications. The firm reports being an active ESG investor, which indicates environmental, social and governance criteria are incorporated into security selection or portfolio construction. Prospurpose Wealth charges a mix of percentage-of-AUM fees, hourly fees and fixed fees, giving it flexibility to structure engagements for planning projects, ongoing advisory relationships and one-off consulting work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices