"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."

                                               - Robert Kiyosaki

Palm Trees Beach View

Prosperitus Wealth Advisors is a comprehensive Financial Planning firm with experience in all stages of financial complexities and your life goals.  Whether you are young and looking for saving/investing advice, settling down with a family, nearing retirement, or even enjoying retirement, we are here to help you plan your finances accordingly.  Our Independent CERTIFIED FINANCIAL PLANNER™ Professionals are committed to providing you with the highest standard of fiduciary care and excellence! 

DREAM. PLAN. PROSPER
What do we do?

Think of us as your financial doctors.  We are here to ensure your financial health is well.  Just as a doctor has a myriad of schooling and training,  a CERTIFIED FINANCIAL PLANNER™ has vast knowledge and experience.  CERTIFIED FINANCIAL PLANNER™ professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. 

 

We are held to a fiduciary standard, meaning we are legally obligated to act in the best interest of you, our clients.  We are your first stop for anything related to your finances, not just investing.  If we are not best suited to deal with your situation, just as a doctor refers specialists we will assist you in working with financial professionals to make sure your financial health is as well as possible! 

We are an independent financial planning firm.  We have no outside influence from other companies or corporate pressure to sell you any products.  Being Independent, we have the ability to leave no stone left unturned in pursuit of the best financial plan possible for each of our clients. 

We have a relationship with many custodians but primarily use Schwab, the largest custodian in the world for registered investment advisors.  We use custodians so that we never custody our client's assets, ensuring an extra level of protection and security for our client's assets.  Working with custodians like Schwab means we have the greatest tools available for our clients. 

We also use top of the industry software like Black Diamond for our portfolio performance and One Wealth(powered by e-money) for our client's personal financial website.  When you work with Prosperitus Wealth Advisors, you can rest assured that you are every service you are receiving is top-notch.     

How are we
Different? 
How Does it work? 

We are a fee-based advisory firm.  We charge a minimal fee based on the assets we manage.  No hidden or extra fees ever.  Every service we perform is wrapped into that fee.  We do not make commissions off of our clients.  We make money when our clients make money.  We operate in this manner to make sure our interests are always in line with our client's interests.  

Once you join our family we will go over your whole financial outlook ranging from budgeting to investment goals to retirement planning and everything in between.  We will then come up with a personalized financial plan designed uniquely for you.  Review meetings are held with our clients quarterly to see what might have changed in their lives and how we might need to pivot and adjust our plan so that we meet our goals.  

What can we help with?
  • Financial Planning

  • Educational Planning

  • Insurance Planning

  • Estate Planning

  • Retirement Savings

  • Financial Advice

  • Employer Benefits

  • Annuities

  • Tax Planning

  • Business Planning 

  • Retirement Planning

  • Disability  Planning

  • 401k Rollovers 

  • IRA Rollover

  • Wealth Management

  • Investment Management

Still have questions? Sontact us today!

 
CONTACT
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 right behind the Heron Bay Golf Club. 
Come visit us today!

Main Office

Heron Bay Corporate Center

© 2020 by Prosperitus Wealth Advisors Sitemap

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11555 Heron Bay Blvd Suite 305,

Coral Springs, FL 33076