Our primary concern is that you succeed, so we provide you a comprehensive menu of non-proprietary financial products, along with solutions to help manage your business. This way you can give your clients the utmost in quality service and attention.

Our platform gives you a wide variety of solutions to choose from, the open architecture technology enables you to be progressive and flexible in serving your clients. You have the freedom to make objective recommendations to your clients, creating added transparency and versatility, thus eliminating any conflicts of interest between the firm and the goals of your clients. We want to help you grow, so our focus is to assist you in managing your business so that you can continue to deliver excellent service to your clients.

Non-proprietary solutions available for the following:

  • Financial Planning
  • Outsourced Money Management
  • Portfolio Recommendations
  • Full RIA Compliance

Your Business - Your Way!

Prosperity Wealth Management Form CRS

Fortune Financial Services Form CRS

We specialize in working with small-business owners, busy professionals and affluent retirees who want to create an investment strategy to reduce their taxes, invest for the future and leave a legacy. Prosperity Wealth Management, Inc., does not accept orders and/or instructions regarding your account by email, voicemail, fax or any alternate method.Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. Prosperity Wealth Management, Inc., reserves the right to monitor all E-mail. Any information provided in an E-mail has been prepared from sources believed to be reliable, but is not guaranteed by Prosperity Wealth Management, Inc., and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. Prosperity Wealth Management, Inc., and its employees may own options, right or warrants to purchase any of the securities mentioned in an E-mail. An E-mail is intended only for the person or entity to which the addressed and may contain confidential and/or privileged material. If you receive a message in error, please contact the sender immediately and delete the material from your computer.