Wealth Management

Our goal is to provide our clients with the best Financial Planning Advice available. We have been a Wealth Advisory Firm for more than twenty years in the Greater San Francisco Bay Area, bringing competence and professionalism to the marketplace. We recognize that our clients are unique and deserve personalized service.

At Prosperity Financial Group, we understand that no two people have the same financial goals. We realize that your life experience needs and ambitions make your outcome as unique as your fingerprint. That is why we developed a proprietary, trademarked Financial Planning process – to provide you with a financial plan as unique as your own fingerprint.


Our commitment to your company’s financial success is what you would expect from a trusted business partner and advisor. Many of our corporate clients consider us an integral part of their business team. We spend the time to train and educate your employees and executives on their benefits. That’s just the beginning of a long-term relationship – Prosperity’s personnel remain available to assist you and your employees at a moment’s notice.

Fingerprint Financial Planning™ is our process for assisting our clients to reach their personal financial success:

  • Identify your goals, dreams and aspirations
  • Review your current financial condition and situation
  • Agree on objectives and strategies
  • Establish time frames and implement your personalized plan
  • Confirm, review and meet on a regular basis

Many of our clients have the following needs:

  • Retire comfortably and enjoy your style of living for life
  • Travel throughout retirement
  • The need for steady income for life
  • The need to save for retirement
  • College Education for their children or grandchildren
  • Optimize Federal and State taxes
  • Deal with career transitions
  • Dealing with asset transition to the next generation

No matter what stage of life, Prosperity Financial Group provides comprehensive Financial Planning Services for you. Our fierce Independence as an RIA Firm in San Ramon is our greatest strength and your ultimate asset.

Our services work best with Baby Boomers, Generation Xers and Millennials.

Retirement Plans:

  • 401(k) Plans
  • Profit Sharing
  • Pension Plans
  • SEP IRAs
  • SIMPLE IRA Plans

Executive Benefits:

  • Deferred Compensation
  • Employee Stock Options
  • Salary Continuation
  • Financial Planning

Business Services:

  • Succession Planning
  • Key Person Insurance
  • Business Planning
  • Group Benefits
  • Medical Plans
  • Dental Plans
  • Long Term Disability
  • Group Life
  • Long Term Care

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Market Data

Market DataBank: 4Q 2019

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