61 West Avenue &,
50 Atlantic Avenue, Suite 2,
Confidence, Honesty, and Experience
Allow Prosperity-Atlantic to guide you along your financial journey.
Focused On Your Financial Future
We provide tailored wealth management strategies to support you and your family.
Custom-Tailored Financial Plans
We work with you to make sure that you're always working towards your goals.
Financial Planning For Your Goals
Strategies that go wherever life takes you
We believe that making clients like you a priority is what wealth management is all about.
No matter how you picture retirement, we'll tailor a strategy suited to your goals.
Building a successful investment strategy is a continuous process, and our team will guide you every step of the way.
Our tailored programs are designed to increase and preserve our client's wealth by delivering an unmatched level of customized service and proficiency.
We create lifelong relationships by placing your trust in our knowledge.
From retiring early to funding a college education to fueling your passion for philanthropy, we want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.
Before we meet, we ask you to spend a little time reflecting on what’s truly important. Then, we lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.
We take the time to understand your unique situation before tailoring our recommendations specifically to you.
Years of experience have prepared us to guide you through life's transitions.