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Your Wealth, Your Way
 Personalized Financial Planning & Wealth Management

At Prosperitus Wealth Advisors, we're dedicated to helping you achieve lasting prosperity.

 

We tailor comprehensive financial plans to your unique goals, providing peace of mind every step of the way.

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Your wealth, your way, your peace of mind – that's our mission.

Why Choose us?

Personalized Financial Planning: "Your Wealth, Your Way." Tailored financial plans aligned with your unique goals.

Holistic Approach: More than advice.  From insurance and taxes to investments and beyond, we consider every aspect of your finances, ensuring a robust strategy aligned with your unique goals.

Fiduciary Excellence: We uphold the highest fiduciary standards, driven by integrity and client-centricity.

Empowered Insights: Our advanced tools and technology stack provide you with a 360° view of your financial landscape.

​Peace of Mind: Available anytime for clarity and confidence.

Our Services

Explore our array of services, each thoughtfully designed to empower your financial journey. Rest assured, every service we provide comes with the seamless integration of expert investment management.

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1

Prosperity Pathfinders

Crafting tailored financial roadmaps to turn your dreams into lasting prosperity. From investments to legacy planning, we're your partners every step of the way.

2

Business Success Architects

Empower your business for lasting success. As Business Success Architects, we design financial blueprints that support your business's growth, sustainability, and profitability.

3

Business 401(k) Empowerment

Ensure a secure retirement for both you and your employees. From plan setup to ongoing management, we empower businesses to create a robust 401(k) plan that aligns with your vision for retirement.

4

Retirement Transition Assurance

Prepare for retirement with confidence. Our service ensures you're well-prepared for this new chapter in life.

5

Legacy Guard

Protect your family's future. Our Legacy Guard service helps you ensure your loved ones' financial security and well-being.

6

TaxSmart Strategies

Optimize your financial strategy. TaxSmart Strategies empower you to make the most tax-efficient decisions for your wealth.

7

WealthWise Management

Grow and safeguard your wealth. Our WealthWise Management service provides expert insights and guidance to make your investments work for you.

8

Prosperitus Financial Shield

Shield your financial future. Our Prosperitus Financial Shield service is your safeguard against unexpected financial challenges, providing peace of mind and financial security.

9

EduSmart Futures

Secure your loved ones' educational journey. Our EduSmart Futures service empowers you to plan, save, and invest wisely for the educational aspirations of your children or grandchildren.

Choose Prosperitus Wealth Advisors for comprehensive services that put your financial well-being first. Your path to prosperity starts here.

YOUR WEALTH, YOUR WAY

Team

Dedication. Expertise. Passion.

Meet the exceptional team behind Prosperitus Wealth Advisors! Our diverse group of dedicated professionals brings a wealth of expertise, passion, and commitment to providing unparalleled financial guidance. Learn more about each team member and discover the personalized touch they bring to the world of wealth management. 

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What can we help with?

  • Tax Planning

  • Business Planning 

  • Retirement Planning

  • Disability  Planning

  • Divorce Planning

  • Financial Planning

  • Educational Planning

  • Insurance Planning

  • Estate Planning

  • Special Needs Planning

  • Retirement Savings

  • Financial Advice

  • Employer Benefits

  • Annuities

  • IRA Rollovers 

  • 401k Rollovers 

  • Wealth Management

  • Investment Management

  • Business 401k

Contact Us!

Prosperitus Wealth Advisors Team - Wealth Management
Tel: 954-400-1470
Fax: 954-756-7041
Our Address 
11555 Heron Bay Blvd.
Suite 305
Coral Springs, FL 33076
We are located  in Beautiful Heron Bay, bordering Coral Springs and Parkland, Florida.  Our office is situated in the luxurious Heron Bay Corporate Center next to the Marriot Hotel.  All visitors are welcome as our building is ADA Compliant.
Come visit us today!
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