What to Expect as a Client.

As a client, you will receive personalized and undivided attention.

Expect great service from an Advisor that cares about you and your needs.

We believe that communication is key in a financial relationship. As part of a developed and refined process, clients can expect to meet with Joseph every 6-months, and can call upon him whenever the need arises.

Furthermore, our firm creates and manages customized portfolios for each client based on their financial situation. We do not use model portfolios or third-party money managers; instead we believe that our clients should expect to receive the attention that they deserve.

Also, our retirement planning services are separate from our fee-based investment management services. We follow our client's lead when it comes to services needed.

Check the background of your financial professional at the SEC link above.

Fee-based advisory services offered through Prosperity Wealth Management, Inc., a registered investment advisor. Joseph D'Urso is a dba of Prosperity Wealth Management, Inc. a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Prosperity Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. This material is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Prosperity Wealth Management, Inc. unless a client service agreement is in place.