Prosperity Wealth Management, Inc.
Overview
Prosperity Wealth Management, Inc. is a financial advisory firm based in Overland Park, Kansas, offering investment management and financial planning services. The firm focuses on providing personalized financial strategies to help clients achieve their financial goals. Their services include investment management, financial planning, estate planning guidance, charitable giving strategies, divorce planning, risk management, 1031 exchanges with Delaware Statutory Trusts, and retirement plan solutions for businesses. The firm serves a diverse clientele, including individuals, business owners, retirees, and executives, offering tailored solutions to meet their unique financial needs. Prosperity Wealth Management, Inc. is committed to delivering objective investment advice and comprehensive financial planning to support clients in achieving long-term financial success.
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Prosperity Wealth Management, Inc.
What sectors does Prosperity Wealth Management, Inc. invest in?
Prosperity Wealth Management, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Kansas, United States. Prosperity Wealth Management, Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Prosperity Wealth Management, Inc. invest at?
Prosperity Wealth Management, Inc. backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Prosperity Wealth Management, Inc. invest in?
Prosperity Wealth Management, Inc. invests across United States.
What companies has Prosperity Wealth Management, Inc. invested in?
Prosperity Wealth Management, Inc.'s portfolio includes ABC Technologies, XYZ Healthcare, JKL Telecommunications, LMN Real Estate, OPQ Financial Services, RST Consumer Goods, UVW Energy and BCD Construction.
Last updated · Source: ConnectSafely investor database