Prosperitage Wealth

Prosperitage Wealth serves individual clients — including high-net-worth and non-high-net-worth households — as well as organizations and businesses, offering investment management, ongoing and project-based financial planning, and educational seminars. The firm is fee-only and provides portfolio management across stocks, bonds, mutual funds, ETFs and cash equivalents, and may utilize outside managers and model portfolios (including Betterment and third-party models) to implement strategies.

The brochure describes an investment approach grounded in asset allocation and Modern Portfolio Theory, blending passive and active vehicles and offering socially conscious (ESG) options when requested. The firm reports predominantly non-discretionary assets under management ($0 discretionary and $7,289,278 non‑discretionary), meaning clients typically retain pre-trade approval while the adviser assists with model selection and oversight.

Notable distinctions called out in the brochure include the firm’s use of endorsements and testimonials in advertising and its regular offering of educational seminars and speaking engagements, both of which are uncommon among peers. The firm also discloses arrangements that may affect conflicts of interest — for example, third-party fee support for certain investments and the use of independent solicitors for client referrals — and describes its disclosure and monitoring practices for those relationships.