Prosperitus Wealth Advisors Email Format

Financial ServicesFlorida, United States2-10 Employees

Prosperitus Wealth Advisors is a small, boutique fiduciary firm based in Coral Springs, Florida. It serves high-net-worth individuals and families as a Personal CFO and Family Office, coordinating wealth across areas such as advanced tax strategies, equity compensation, business exits, estate planning, insurance, and legacy design. This approach positions the firm as a holistic resource for managing multiple facets of wealth.

The firm works with Prosperitus Wealth Accounting, an independent CPA firm, to integrate wealth management with tax planning into a cohesive service offering. This collaboration aims to provide a unified view of clients' financial affairs and to reduce complexity by aligning strategies across disciplines. Within the financial services landscape, Prosperitus presents itself as a small, service-oriented adviser focused on comprehensive wealth coordination for high-net-worth clients.

Sign up for free to view info

Company overview Employee directory