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  • Portfolio Management - Prosperitas Financial
    Prosperitas Financial offers a comprehensive suite of investment strategies that includes actively managed individual stock portfolios, traditional asset allocation models, and environmentally and socially responsible (ESG) portfolios
  • Asset Management Investment Analysis- Prosperitas Financial
    At Prosperitas Financial, we have a broad range of investment options and portfolio strategies to choose from which allows us to tailor a client’s investment strategy to match their goals, time horizon, and tolerance for risk
  • The Wealth Management Revolution - Prosperitas Financial
    At Prosperitas Financial, we take a multi-step approach to helping our clients achieve financial success… and it all starts with listening By listening to our clients and looking at things from their perspective, we gain a better understanding of their specific needs and objectives
  • Meet The Team And Review Our Bios - Prosperitas Financial
    Meet the people who comprise the Prosperitas Financial team, review our biography's, and learn more about each team member
  • Rian Denich - Financial Advisor - Prosperitas Financial
    In his opinion a financial plan is incomplete without conversations around investments, retirement, insurance, education, tax, and estate planning Under Prosperitas, he has access to strategic partners that specialize in these areas, and he is able to bring them in to the conversation when needed
  • Prosperitas Stock Portfolio
    For the year 2024, the Prosperitas Stock Portfolio achieved a total return of 27 64%, compared to the S P 500's return of 25 02% This quarter President Donald Trump was elected as the 47th President of the United States
  • Prosperitas Investment Management
    Prosperitas Financial offers a comprehensive suite of investment strategies that includes actively managed individual stock portfolios, traditional asset allocation models, and environmentally and socially responsible (ESG) portfolios
  • Financial Planning - Prosperitas Financial
    Prosperitas Financial, LLC is a Registered Investment Adviser Advisory services are only offered to clients or prospective clients where Prosperitas Financial, LLC and its representatives are properly licensed or exempt from licensure
  • Stephanie Asmar - Prosperitas Financial
    She started her career in the financial industry in 2016 and is now currently an assistant with Prosperitas Financial Services Stephanie’s professional background includes client services in a variety of business fields





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