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Prosperitus Wealth
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
11555 Heron Bay Blvd Ste 305, Coral Spri...Phone Number
(954) 400-1470Website
www.prosperituswealth.comRevenue
<$5 MillionIndustry
About Prosperitus Wealth
Prosperitus Wealth Advisors specializes in personalized financial planning and wealth management services, including investment management, retirement planning, and tax strategies. They cater to individuals and businesses in Parkland, Coral Springs, and Broward County, focusing on tailored financial solutions that align with clients' unique goals. The firm emphasizes a holistic approach and upholds high fiduciary standards to ensure client-centric service. Their diverse offerings include services like Legacy Guard, EduSmart Futures, and Business 401(k) Empowerment, aimed at securing financial well-being and prosperity for their clients.Explore more
Prosperitus Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$8M
1-10
Private
-
2011
Helen StephensCertified Financial Planner & Retirement Tax Planner & Founder & President
Prosperitus Wealth Tech Stack
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Prosperitus Wealth Advisors specializes in personalized financial planning and wealth management services, including investment management, retirement planning, and tax strategies. They cater to individuals and businesses in Parkland, Coral Springs, and Broward County, focusing on tailored financial solutions that align with clients' unique goals.... Read More
