Custom Strategies for Business Owners

We help business owners and organizations develop a healthy understanding and plan for financial independence. Our wealth advisors take the time to understand your vision and goals, and then leverage the appropriate resources and intellectual capital to help you pursue your goals. Your organization can then confidently understand and embrace financial decisions that engage executives and employees – and get you on a successful journey of experiencing financial happiness. From providing comprehensive strategic planning and implementation to serving as a mentor or guide for the strategies you have developed, Prosperwell Financial can help you and your organization.

As an entrepreneur, you have so much to plan for: your business, your family and your retirement. It’s easy to feel overwhelmed. This is where we can help. We can help create a custom financial plan that is designed to address all your objectives, supporting your business and personal needs. Whether you want help with cash flow and tax efficiency or retirement and estate planning, we can be your guide.

Prosperwell Financial serves high net worth and ultra high net worth individuals, families and business owners by delivering the expertise, advice and customized solutions. We can help in the following areas:

Investment Banking

No matter where a business stands in its lifecycle, our results-driven team stands ready to help you move it forward – with deep industry expertise driven by senior bankers. Behind our full-service investment banking capabilities are hundreds of specialized experts in strategically located offices throughout the U.S., Canada and Europe within nine growth-oriented industry practices to serve you.

In addition to introducing you to experienced industry bankers and advisory and capital markets services, we can connect you to the specific support and resources you need for continued success.

Banking and Lending Solutions

With cash strategies provided by Raymond James and lending solutions provided through Raymond James Bank, you can enjoy all of the features and convenience you’re used to, with the personal service of someone you trust and who truly understands your life needs and financial objectives. Our comprehensive suite of cash management and lending solutions can address both your short-term and long-term needs to ensure that we are continuously working to fulfill your financial goals.

Estate and Business Succession Planning

A comprehensive financial plan begins with identifying the long-term financial goals of the business owner. Financial plans, which may be prepared by a financial advisor can be important foundational documents in the planning of closely-held business owners anticipating a liquidity event.

Retirement Planning for Your Business

As independent financial advisors and entrepreneurs ourselves, we understand your retirement planning needs don’t end with you and your family – you have a team of employees to consider. From small business owners to physicians and other professionals in private practice, we work with a variety of companies to provide the retirement resources, education and planning they need for themselves and their employees.