Services We Offer
We offer Investment Management and Financial Planning services. Our goals are fully aligned with our clients because we are only paid by our clients!! We offer you open investment architecture in contrast to most firms. Your adviser should be free to give you the best possible recommendations. We are not affiliated with or paid by any broker dealer, mutual fund company, bank or mortgage company. We have no specific products to sell. Most firms have closed investment architecture because they carefully pre-select investment products to maximize the firm’s profitability. Closed investment architecture limits your choices and creates an inherent conflict of interest between you and your adviser.
Charles Schwab and Co. is the firm that we use to custody our client assets. Charles Schwab and Co. and Prosperity Investment Advisors, Inc. are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab and Co. does not endorse or recommend any advisor and the use of the Charles Schwab and Co. logo does not represent the endorsement or recommendation of any advisor.
Charles Schwab and Co., member FINRA/SIPC. Charles Schwab and Co. is a trademark owned by Charles Schwab and Co. Used with permission.
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