Life is not just about money, but instead about living your life to the fullest
Whatever your dreams, desires and aspirations are, we want to help get you there
We provide wealth management advice for every stage of your life
Planning with a purpose, we create a customized experience that is just for you

What We Do For You

Discover Your Passion

We take the time to discover and explore your dreams, desires, and goals in order to help you achieve financial security and happiness.

Customized Experience

Through an understanding of your life experiences, transitions, and challenges, we customize our services and your experience. We are here to coach, mentor, inspire, and support you every step of the way.

Help Achieve Your Goals

We strongly believe in living life to the fullest. Whether that’s traveling now or living the retirement of your dreams, our goal is to help get you there.

The Prosperwell Financial Process

At Prosperwell, you matter to us. We believe everyone can experience financial happiness. And we want to help you get there while delivering a complete “WOW” experience. We start by discovering your passion and from that create your personalized analysis. During our complimentary initial consultation we discuss your dreams, goals, and desires. We then develop a personalized strategy and plan and put it in action. As part of our Prosperwell family you have continuous support from all members of our team as we monitor and update your plan as needed.

Meet with a Wealth Advisor

Whether you are looking for a second opinion on your investments or are just starting out, we would love to help you. As your partner, our mission is to take the complicated and customize your financial plan so you say “wow”.

Upcoming Events

Prosperwine & Women

ProsperWine and Women

Thursday, July 18, 2024
3:00 pm - 4:30 pm
View Event Details »
Women's Business Summit - Speakers, Panelists, Moderator.

Women's Business Summit

Thursday, August 8, 2024
1:30 pm - 5:00 pm
View Event Details »
Prosperwine & Women

ProsperWine and Women

Thursday, August 15, 2024
3:00 pm - 4:30 pm
View Event Details »

Live Your Life to the Fullest

As Featured In


Raymond James is not affiliated with the listed organizations.