Business Details
Integrated Wealth Management Services
Prosperity, an EisnerAmper Company, has been dedicated to delivering integrated wealth management solutions since its inception. Our team of seasoned professionals combines deep expertise in financial planning, investment management, and tax strategies to serve successful individuals, business owners, and families. We prioritize a collaborative, client-centric approach, ensuring every recommendation aligns with your unique circumstances and long-term objectives.With decades of collective experience in financial services and accounting, we act as fiduciaries, placing your interests first while leveraging specialized knowledge to navigate complex financial landscapes. Our commitment to transparency, ethical practices, and continuous innovation has solidified our reputation as a trusted partner in wealth preservation and growth.
Services
Investment Management
Financial Planning
Estate Planning
Charitable Giving Strategies
Divorce Planning
Risk Management
Retirement Plan Solutions
1031 Exchanges
Tax-Efficient Planning
Wealth Preservation
Highlights and features
- We offer fiduciary-driven investment advice with no proprietary products.
- Our team includes certified professionals with decades of financial services experience.
- We implement tax-efficient strategies tailored to individual and business financial plans.
- Our collaborative approach integrates specialists across financial disciplines.
- We focus on long-term wealth preservation through personalized, data-driven recommendations.
Services
Investment Management
Our Investment Management service focuses on creating diversified portfolios aligned with your risk tolerance and financial goals. We employ data-driven strategies to optimize returns while maintaining tax efficiency. With continuous market monitoring and regular portfolio reviews, we ensure your investments remain aligned with evolving economic conditions and personal objectives.
Estate Planning
Estate Planning Guidance helps clients preserve and transfer wealth effectively. We coordinate with legal advisors to implement strategies that minimize tax exposure, protect assets, and ensure smooth inheritance processes. Our approach addresses special needs planning, asset distribution, and legacy creation while maintaining compliance with current regulations.
Financial Planning
Comprehensive Financial Planning integrates cash flow analysis, retirement readiness assessments, and liquidity event planning. We develop personalized strategies that coordinate business and personal assets to achieve long-term objectives. Our process includes detailed projections and tax-efficient recommendations to maintain financial balance throughout life's transitions.
Risk Management
Risk Management services focus on safeguarding assets through insurance planning and long-term care strategies. We evaluate life insurance options, disability protection, and long-term care solutions to mitigate financial risks. Our approach ensures clients maintain financial security against unexpected life events while preserving wealth for future generations.
Charitable Giving Strategies
Charitable Giving Strategies help clients achieve philanthropic goals while optimizing tax benefits. We implement donor-advised funds, charitable trusts, and foundation planning to maximize impact. Our specialists coordinate gifting strategies with overall financial plans to ensure both personal fulfillment and financial efficiency.
People
Michele Martin
President
Michele Martin leads Prosperity with extensive experience in wealth management and financial services. She specializes in strategic wealth planning and has been featured in major financial media outlets.
Nate Ahlberg
Senior Wealth Advisor
Nate Ahlberg provides personalized wealth solutions with a focus on investment management and retirement planning. He brings years of experience in financial advisory services to client relationships.
Alan Bolotin
Senior Wealth Advisor
Alan Bolotin specializes in comprehensive wealth planning for high-net-worth individuals and business owners. His expertise includes tax-efficient strategies and estate planning coordination.
Brian Thorkelson
Chief Market Strategist
Brian Thorkelson leads market analysis and investment strategy development. He provides insights on economic trends and portfolio optimization techniques to enhance client outcomes.
Cassity Wingenbach
Chief Operating Officer
Cassity Wingenbach oversees Prosperity's operations with a focus on client service excellence. Her leadership ensures efficient delivery of wealth management solutions across all service areas.
Questions
What distinguishes Prosperity's wealth management approach?
Our integrated approach combines financial planning, investment management, and tax strategies under one team, ensuring coordinated solutions tailored to each client's unique needs.
Do you specialize in working with specific client types?
We focus on high-net-worth individuals, business owners, and families requiring complex financial planning, with particular expertise in tax-efficient wealth preservation and transfer strategies.
How do you handle estate planning coordination?
We collaborate with your legal advisors to implement customized estate plans that minimize tax exposure, protect assets, and ensure smooth wealth transfer to future generations.
What investment management strategies do you use?
We employ diversified, risk-appropriate investment strategies with ongoing monitoring, focusing on long-term growth, tax efficiency, and alignment with each client's financial objectives.
How do you address changing financial circumstances?
Our team regularly reviews and updates financial plans to adapt to life changes, market conditions, and regulatory updates, ensuring continued alignment with your evolving goals.
Can you help with charitable giving strategies?
We design customized charitable giving plans using donor-advised funds, trusts, and other vehicles to maximize philanthropic impact while optimizing tax benefits for clients.
