As fiduciaries, we work only for you

Investment Management Solutions

As a financial counselor, our goal is to help you and your family reach your goals! We begin with a detailed analysis of your goals, your lifestyle, your investing time frame, and your tolerance for risk. From there we create a customized, holistic investment plan that uses various asset classes to balance risk and reward. This approach allows for steady growth over time, and a solid income stream in your retirement years.

To get started on creating an investment portfolio, please call 888.967.9233 or email us today.

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  • We are an independent RIA Firm
  • We are a Fee-based financial planning firm - we have no vested interest in selling any particular investment property
  • We offer comprehensive investment portfolio planning
  • We create tactical portfolios to fit the specific and customized risk tolerance levels of each client
  • Our tools include ETF's, no-load mutual funds, equities, bonds, and MLP's, IRAs, Rollover IRAs, SEPS, SEP IRAs, brokerage accounts and savings plans1470424538_logos.jpg

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Market Data

Market DataBank: 2Q 2019

Contact Info

2333 San Ramon Valley Blvd.
Suite 200
San Ramon, CA 94583
Phone: 925-314-8500
Fax: 925-314-8504
elliot@prosperityfg.com

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