About Us

Who We Are

At Prosper Private Wealth we are dedicated to empowering individuals and families to realize their dreams and achieve financial prosperity.  Guided by our core values of SERVICE, EXCELLENCE, and PROFESSIONALISM, we inspire our team to achieve the extraordinary with those we serve.

Our purpose is to deliver comprehensive financial solutions tailored to the unique needs of our clients, while fostering trust, confidence, and reliability.  We are committed to nurturing meaningful relationships, leveraging our experience to navigate challenges, and creating sustainable growth for future generations.

As FIDUCIARIES, we act with the highest level of duty and loyalty to our clients, putting client interests above our own at all times.  We avoid or mitigate any conflict of interest that could compromise our objectivity or impartiality.  And we cannot receive any compensation or benefit that is contrary to the client’s best interest.  We also review and update our recommendations based on our clients’ changing needs and circumstances.

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Form CRS | Prosper Private Wealth, LLC Form ADV Part 2A | Privacy Policy

Prosper Private Wealth (“PPW”) and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which PPW maintains clients. PPW may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. PPW’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of PPW’s website on the Internet should not be construed by any consumer and/or prospective client as PPW’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PPW with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information about the registration status of PPW, please contact the SEC, FINRA, or the state securities regulators for those states in which PPW maintains a filing. A copy of PPW’s current written ADV Part 2A disclosure statement discussing PPW’s business operations, service, and fees is available from PPW upon written request.

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