Prosperity Wealth Management & Consulting

Our Purpose

At WillKate, we partner with families and businesses to build lasting legacies and achieve purposeful outcomes. We understand the complexities of multigenerational planning and the emotional roller coaster associated with navigating wealth and business transitions. With a holistic approach, we empower our clients to nurture family relationships, adapt to financial changes, and achieve their dreams.

Our Approach: A 6-Element Framework

We go beyond traditional financial planning by focusing on six key elements that contribute to lasting wealth: financial heritage & values, human talent, structural family, community, personal development, and creativity. This comprehensive framework allows us to address the multifaceted needs of families and businesses.

Our Expertise

Our seasoned professionals have years of experience assisting clients with:

• Family Enterprise Office: Guiding families across generational transitions, fostering meaningful relationships, and mitigating conflict.
• Wealth Planning: Protecting wealth and ensuring its sustainable growth across generations.
• Financial Planning: Creating robust financial strategies that align with your values and goals.

Our Values

At the heart of our approach are core values that guide our interactions and outcomes:

• Courage: Facing challenges with determination and a willingness to embrace change.
• Honesty: Openly communicating and building trust with our clients.
• Flexibility: Adapting to unique circumstances and individual needs.
• Humility: Recognizing the importance of teamwork and shared success.
• Humor: Maintaining a positive and engaging environment.

Partnering with You

We believe in empowering our clients through open communication, honest feedback, and a collaborative approach. We are committed to working alongside you, exploring all aspects of wealth and navigating life's complexities with purpose and optimism.

Get Started

If you are ready to explore the potential for a richer and more meaningful future for your family or business, contact us today to schedule a consultation.