As independent financial consultants, we work with you as your financial partner, advocate and guide on your path to financial well-being. We are dedicated to serving your best interests, listening carefully to understand your unique needs and offering our many years of experience to present you with objective advice and personalized strategies.
Count on our knowledge, experience and dedication to provide you with thoughtful financial insights, honest communication, long-term planning and personal service-the elements we consider essential for building lasting relationships. We are advocates of comprehensive life planning, an approach that takes a holistic look at what you truly value.
Count on our knowledge, experience and dedication to provide you with thoughtful financial insights, honest communication, long-term planning and personal service-the elements we consider essential for building lasting relationships. We are advocates of comprehensive life planning, an approach that takes a holistic look at what you truly value.
Services
Over the years, we have found that individualized client attention backed up by a strong team can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial world. No one strategy fits everyone, which is why every client gets our undivided attention-from planning to execution to follow-up.
Clients with Prosperity Wealth Management have individualized attention while having access to the resources of a large firm. We are part of the Prosperity Network that has over 100 financial professionals and more than 2 billion dollars under management. We strive to give each client individualized attention and one point of contact for questions, meetings and solutions, while drawing on the resources of our network when necessary.
Determining your financial goals and understanding the financial planning process can be confusing. At Prosperity Wealth Management, we are here to simplify the financial planning process and help you take the steps needed to create a more secure financial future for you and your loved ones. Since 1985, our business is based on one primary principle- the Golden Rule: Do unto others as you would have them do unto you.
The indispensable first step to getting the things you want out of life is this: decide what you want. Prosperity Wealth Management believes that it is very important to give back to the community. Through Mark's involvement in the Shawnee Mission Medical Center's Ethics Committee, he has seen first hand the level of patient caring and concern that this organization puts forth.
I am very proud of my daughter. They were highlighting her work for her charity, Blake's Closet. We are currently taking clothing and shoe donations. If you have any that you would like to donate, please contact us and we can pick them up and provide a tax receipt! In the Fall of 2010 the first Blake's Closet event was organized by Blue Valley West High School student Blake Carnes.
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