Strategic Partnerships

As part of our commitment to you to provide completely customized solutions, we draw upon the resources of strategic partnerships. Through Prosperity Network of Advisors and Portfolio Resource Group, we have access to top line analytical tools and the deep experience of specialists with knowledge in a wide array of areas from advanced planning to retirement planning, special needs planning, succession planning and more.

Prosperity Network of Advisors is led by industry thought leaders, providing us with educational resources, comprehensive research and support. We work collaboratively to construct disciplined plans uniquely tailored to your client situation—planning for income requirements, anticipating tax situations, and addressing other particular needs. 

Investment decisions are made by a team of qualified professionals with the support of credentialed analysts. We provide ongoing management rebalancing and maintaining diversification to stay in line with portfolio’s objectives through all the seasons of life.