Making Wealth Accessible
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Based in Texas, but Serving Clients Nationwide.
About Prosper Wealth
Proudly Serving…
Testimonials
Proudly Serving…
As a business we fully understand the rewards and risk of owning your own business, and the significance of making smart choices for your business and employees. We are passionate about setting up the right investment strategies for your business and employee retirement plans.
Prosper will help you navigate the complexities and opportunities your family might have to help you advance your wealth plan and legacy planning.
We know and understand the struggles and successes of the family farm and ranch operation and are here to advance your operations wealth to the next level whether thats succession planning, setting up retirement accounts, tax strategizing, or increasing your diversification off the farm. At Prosper we strongly believe that there are better retirement options than selling the family farm.
Propser Wealth Group enjoys working with NFP and Foundations to develop financial strategies that serve their mission well. We work with NFP and Foundation leaders to strategically address investing, spending, and grant management.
Testimonials
Non Profit - CEO
San Antonio Non Profit Leader
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