Services Offered

Today's financial choices are more varied and challenging than ever before. ProWealth guides you through the complexities with investment strategies, financial services and products to fit your individual needs.

  • Wealth Accumulation Strategies
  • Tax Diversification1
  • Asset Management, Investment Planning2, Separately Managed Accounts2, Mutual Funds3
  • Estate Planning
  • Business Succession Planning
  • Retirement Planning
  • Pension Maximization Stragegies
  • Strategies for Efficiency in Retirement Distribution Phase
  • Social Security Education, Planning, and Optimization Strategies
  • Planning strategies for an extended care event
  • College and Education Planning
  • Variable Annuities3, Fixed Annuities, Income Annuities
  • Long Term Care Insurance and Disability Insurance
  • Life Insurance and Health Insurance

1 We do not provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions. 
2 Offered through Eagle Strategies LL, a registered investment adviser and a New York Life company
3 Securities offered through NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency and a New York Life company.


Our Six-Step Approach

ProWealth's process maximizes the return of time spent upfront on information gathering. By taking a measured, proven Six-Step Approach, we give you the best chance of meeting your financial goals and objectives.

Step 1: Right fit meeting. We sit down and talk to help ensure that we are a good fit for each other.

Step 2: Information gathering. We gather all the information on your current financial status, determine your goals and goal over your financial statements.

Step 3: Strategy development. This is where we put our experience, qualifications and expertise to work directly for you, developing your customized financial plan.

Step 4: Presentation meeting. We sit down and go over the details of your plan with you. We expect you to ask questions. We want to make sure you are comfortable and understand all the decisions made.

Step 5: Plan execution. We work swiftly and diligently to execute the agreed-upon plan. Along the way you will be updated on its progress.

Step 6: Accountability stage. We have periodic reviews and accountability sessions to maintain and update the plan. Additionally, there will be annual or semi-annual meetings as well as monthly communications to keep you updated and informed.

We do not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.