Prosperity Financial Group, Inc.
Overview
Prosperity Financial Group, Inc. is a financial services firm based in San Ramon, California, specializing in comprehensive wealth management solutions. The firm offers a range of services, including retirement planning, investment planning, family wealth management, tax planning, and college planning. They employ a proprietary Fingerprint Financial Planning™ process to create personalized financial strategies for their clients. With over 30 years of experience, Prosperity Financial Group has established a proven track record of helping clients achieve financial prosperity and long-term success. They are committed to providing unbiased, client-focused advice and are a fiduciary firm, ensuring that clients' best interests are always the priority.
Investment Focus
- Accredited investors only
- Investment in U.S.-based companies
- Focus on growth-stage companies
- Preference for investments in technology, healthcare, and real estate sectors
- Long-term investment horizon of 5-10 years
- Active involvement in portfolio companies
- Alignment with firm's values and investment philosophy
- Compliance with all applicable securities regulations
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Prosperity Financial Group, Inc.
What sectors does Prosperity Financial Group, Inc. invest in?
Prosperity Financial Group, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in California, United States. Prosperity Financial Group, Inc. is listed as a institutional investor in the ConnectSafely investor database.
What stage does Prosperity Financial Group, Inc. invest at?
Prosperity Financial Group, Inc. backs companies at Growth, Late Stage and Pre-IPO, writing cheques of 1M - 50M.
Which regions does Prosperity Financial Group, Inc. invest in?
Prosperity Financial Group, Inc. invests across United States.
What companies has Prosperity Financial Group, Inc. invested in?
Prosperity Financial Group, Inc.'s portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Pfizer and Google.
Last updated · Source: ConnectSafely investor database
