The Portfolio Management Group

At Prosperity Management Group (PMG), we understand the many concerns individuals and families face as they prepare for retirement, whether that is just around the corner or several years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients' individual needs and goals, both short and long-term.

Our Commitment to You

Our mission is to help make the transition into retirement more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance. We believe our commitment to our clients sets us apart from other firms. Beyond helping you create your own financial roadmap, we serve you for the long-term, managing your investments and providing support.

Comprehensive Planning, Wealth Management, and Financial Education

Without a roadmap, the path toward and into retirement can be difficult. Our comprehensive approach incorporates all elements of your financial picture, from your savings to your estate. We work with you to create a customized strategy tailored to your needs. Our services include tax planning and preparation, tax preparation services, estate planning, investment management, insurance planning, and financial education.

Education and Resources

We offer easy-to-understand education, including community classes on retirement, to help you understand your strategies and feel confident in your decision-making. Our resources include a video library, retirement and estate planning guides, and a glossary of financial terms. We also provide market perspectives and research to keep you informed about market trends and economic changes.

Our Planning Process

Our planning process is designed to help you achieve your financial goals. We start by getting to know you and understanding your unique needs and objectives. We then create a customized plan that addresses your individual circumstances. Our ongoing education and support ensure that you stay on track and make adjustments as needed.

How We Can Help You

Whether you're just starting to plan for retirement or you're already retired, we can help you create a personalized strategy that addresses your individual needs and goals. Our comprehensive approach incorporates all elements of your financial picture, from your savings to your estate. We offer tax planning and preparation, estate planning, investment management, insurance planning, and financial education to help you achieve your financial goals.