What We Do

We at Prosperian believe that if you plan, you will prosper. The reality is, we live busy lives. We work hard, raise families and tend to have little time for anything else. Prosperian was founded with the knowledge that everyone needs help: good information, discipline and organization, and, most of all, trusted counsel. We have designed a systemic approach to bring discipline to your financial life’s disparate parts – a “blueprint” to help map your present and plan for your future.

The Whole You

It becomes apparent from the first time we meet: our authentic and personal interest in you, your life, and your family’s lives – our desire to know about “the whole you,” to understand the history and background of your life, to gain an understanding and appreciation for your goal to live a good life.

At Prosperian, we understand that everyone has his or her own “life mosaic.” It is our mission to stand at your side as financial professional and counsel to help assemble those many pieces into a clear, cohesive, and meaningful image. We have the experience, understanding, and range of capability to help you across most aspects of your financial life. We want to know about “the whole you” because it’s the best way to build a blueprint for success.

Core Services We Offer:

Personal, Business and Estate Planning
Risk Management
Employee Benefits
Business Succession Planning
Life Insurance
Investments
Fee-Based Planning *(by licensed financial planning professionals)

*Fee based plans are offered through Park Avenue Securities

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@prosperianwealth.com | (914) 288-8987