You know what you want. You have your own unique vision of your ideal future. Your perspectives and experiences have helped you create a life you love. At Prosper Wealth Management, we want to help you protect the life you started and help you prosper on your financial journey. We want to help you plan for your best life.
We realize that everybody's life story is different and the next chapter is yet to be written. By hearing your life story, we can build a relationship that guides us in helping plan your best life. We are a family-run business where we treat you with deep respect and we consider you family and friends.
We realize that everybody's life story is different and the next chapter is yet to be written. By hearing your life story, we can build a relationship that guides us in helping plan your best life. We are a family-run business where we treat you with deep respect and we consider you family and friends.
Services
At Prosper Wealth Management we take the time to get to know each one of our clients. Through personalized service we are able to understand your needs and what you need to create your best life. Our clients are at different stages in their life and we are able to help create a financial plan to meet these needs.
Prosper Wealth Management, LLC, is a Registered Investment Advisory firm based in Wausau, Wisconsin. We offer the following products and services: financial planning, retirement income strategies, wealth accumulation strategies, asset protection, IRA, Roth IRA's, college-savings plans, annuities, life insurance, tax minimization strategies, long-term care planning, and IRA and 401(k) rollovers.
At Prosper Wealth Management, we know you will be at ease from the moment you talk or meet with us. We invite you to share your life story so that we can get to know you and begin to build a long-term relationship where we are working together to meet your financial goals.
We have built our business around the core principle that if we treat our clients as friends and family who we want around for many years, then they will stay committed to us as well.Our services include planning your ideal retirement, creating a comprehensive financial plan, wealth accumulation and management, and helping you set up college savings plans for your children or grandchildren.
We have built our business around the core principle that if we treat our clients as friends and family who we want around for many years, then they will stay committed to us as well.Our services include planning your ideal retirement, creating a comprehensive financial plan, wealth accumulation and management, and helping you set up college savings plans for your children or grandchildren.
Tony Liddle receives the Women's Choice Award as highly recommended Financial Advisor by Women for Women. The Women's Choice Award is the only recognition program for well-qualified advisors who are committed to the women's market and serving their female clients. Achieving this award reaffirms the commitment Tony Liddle has to extraordinary service in addressing the financial needs of women and their families.
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