Our Process

Determine Your Financial Goals

Analyze Your Risk/Return Comfort Level

Develop Specific Investment Strategies

Create and Manage Customized Portfolios

- Strategic (long-term investing that utilizes rebalancing) and Tactical (active approach that responds to changing market conditions) Asset Allocation strategies are implemented.

Client Service Meetings

- Clients meet with us every 6-months to review their financial situations/portfolios.

On-going Communication & Updating of Financial Goals

- Outside of the scheduled service meetings, we are always readily available to our clients. We also realize that financial goals change over time, so we monitor/ensure that your strategy stays in line with your goals.

Retirement Planning

- Offered on a 3-year rotational basis to clients that desire planning.

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.