Wealth Management

For Individuals, Companies, and Sports and Entertainment

We Focus on You

Our goal is to help you build wealth from the inside out by helping you achieve financial independence and take control of your money.
Find Out How

Build Wealth

We assist those looking to maintain their financial standing and plan for their future personal and professional financial well-being.
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Educate Yourself

We help you make smart decisions and financially plan for a better future, so you can enjoy the simple pleasures along the way.
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Why Prosperwell Financial?

We believe everyone can experience financial happiness. Our goal is to help you create wealth from the inside out. Understanding your true purpose and living your life fulfilling that purpose can be a rewarding experience. Our purpose is to help you make that difference in your life by helping you achieve financial independence and take control of your money. We look forward to helping you preserve and build your financial happiness.

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Raymond James is not affiliated with the listed organizations.

Upcoming Events

  1. Apr 09

    Prosperwell Virtual Networking

    This networking event is open to all professionals who want to grow their network. No fee to attend but space is limited so be sure to reserve your spot today. A confirmation email with Zoom link will be emailed out the week prior.

  2. Apr 14

    More than Money – Live Chat

    With the current dramatic changes surrounding us, your finances may be causing you extra stress and anxiety. We want to change that. Every week on Tuesday at 1pm CST we will be LIVE talking about money and giving you tips and tricks to help you manage your money on a daily basis as well as longer term financial planning. Topics will include estate planning, investing, the market and economy, insurance, protection planning, budgeting, and more. Tune in each week to...
    Continue reading More than Money – Live Chat

  3. Apr 16

    Kids and Cash – Live Chat

    Do you need a break as a parent? 20-30 minutes to make lunch or work every week? We now have financial literacy for kids weekly in your home! Every Thursday at 1pm CST have your child spend some time with Nicole and her daughter (who is 10) for a LIVE session on kids and cash! Topics will include an allowance, wants vs. needs, how to save, what to save for, what money is, how to use money, saving for a...
    Continue reading Kids and Cash – Live Chat

Live Your Life to the Fullest

Meet with a Financial Advisor

Find out if you’re on track to meet your financial goals. With our combined professional experience in all areas of personal finance, including investments, estate planning, insurance and much more, we would love to help you.