Our Services
Welcome to Prosperia, where we strive to help you realize your financial goals through a range of comprehensive investment services. Our dedicated team of experts is committed to providing personalized solutions tailored to your individual needs. Explore how we can assist you on your investment journey.
Investment Management
At Prosperia, our Investment Management services are designed to provide you with expert guidance while handling your investment portfolio. Our experienced managers utilize rigorous research and analysis to identify the best opportunities in the market.
Services Offered:
- Portfolio Analysis and Strategy Development
- Performance Tracking and Reporting
- Asset Allocation and Rebalancing
- Investment Strategy Execution
Pricing: Our Investment Management services start at $1,500 annually, with a tiered fee structure based on the total assets under management.
Financial Planning
Our Financial Planning service aids clients in understanding their financial goals, and the steps necessary to achieve them. Through insightful analysis, we create a customized plan that encompasses all aspects of your financial life.
Services Offered:
- Retirement Planning
- Tax Planning and Strategy
- Education Savings Planning
- Risk Management and Insurance Analysis
Pricing: Financial Planning starts at $800 for a comprehensive financial plan, with ongoing services available for $200 per month.
Wealth Management
Our Wealth Management services are aimed at high-net-worth individuals and families seeking a sophisticated approach to managing and growing their wealth. We focus on long-term strategies that align with your lifestyle and objectives.
Services Offered:
- Investment Portfolios with Curated Assets
- Estate Planning and Wealth Transfer Strategies
- Philanthropic Initiatives and Strategies
- Tax-Efficient Investment Planning
Pricing: Wealth Management services begin at a fee of $3,500 annually, plus additional asset-based fees.
Retirement Solutions
Planning for retirement should start well before you’re ready to leave your job. At Prosperia, we guide you through the various avenues available for retirement savings and investment, ensuring your future stays secure.
Services Offered:
- 401(k) and IRA Setup and Management
- Savings Strategy Development
- Withdrawal Strategy and Planning
- Social Security Maximization Analysis
Pricing: Our Retirement Solutions are available for $1,200 per year, with individualized session rates at $250 per meeting.
Investment Advisory Services
Our Investment Advisory services provide clients with guidance on specific investments or portfolios while ensuring you are informed and confident in your decisions.
Services Offered:
- Individual Securities Research
- Real Estate Investment Guidance
- Portfolio Reviews and Adjustments
- Market Insights and Trend Analysis
Pricing: Investment Advisory services are offered at $1,000 for initial consultations, with follow-up sessions priced at $150 each.
Market Research and Analysis
Stay ahead of the curve with Prosperia’s extensive market research and analysis services. We provide you insight into the trends affecting investments and rich data that helps you make informed choices.
Services Offered:
- Industry Reports and Analysis
- Investment Strategy Market Reports
- Customized Research Projects
- Weekly Market Insights and Updates
Pricing: Market Research services start at $500 for initial reports, with subscriptions available for $1,200 annually.
Education and Workshops
Investment knowledge is crucial in today’s financial landscape. Prosperia offers a series of educational programs and workshops designed to enhance your understanding of investing, financial planning, and wealth management.
Services Offered:
- Investment Basics Workshops
- Advanced Investment Strategies Seminars
- Webinars on Current Market Trends
- Custom Corporate Training Sessions
Pricing: Prices vary by program, starting at $100 for workshops and up to $1,500 for custom corporate training.
Risk Assessment and Management
Understanding risk is a critical component of successful investing. Our Risk Assessment and Management services help you identify risks within your portfolio and create strategies to minimize them.
Services Offered:
- Risk Profile Assessments
- Portfolio Risk Analysis
- Customized Risk Management Strategies
- Stress Testing and Scenario Analysis
Pricing: Risk Assessment services are available for $800, with additional consulting at $200 per hour.
Client-Centric Approach
At Prosperia, we pride ourselves on our client-centric approach. We believe in transparent communication, personalized service, and building relationships that last. Your success is our priority, and we are here to provide you with the tools, knowledge, and support needed to thrive in your investment journey.
Get Started Today
Whether you’re a seasoned investor or just beginning, Prosperia has the services to help you achieve your financial goals. Connect with us to discuss how we can be of service to you. Together, let’s cultivate your prosperity.