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    • The Firm
    • About Joseph
    • Services Offered
    • Initial Consultation
    • Our Process
    • Client Expectations
  • Resources
  • Contact Us
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  • More
    • Home
    • About
      • The Firm
      • About Joseph
      • Services Offered
      • Initial Consultation
      • Our Process
      • Client Expectations
    • Resources
    • Contact Us
    • Schwab Log-In
    • SEC

  • Home
  • About
    • The Firm
    • About Joseph
    • Services Offered
    • Initial Consultation
    • Our Process
    • Client Expectations
  • Resources
  • Contact Us
  • Schwab Log-In
  • SEC

Services, Strategies, and Solutions

Investment Management

  • Customized Portfolio Creation and Management
  • Portfolio and Investment Analysis
  • Investment Related Tax Planning
  • 401(k) Rollovers
  • 401(k) Investment Management
  • Asset Management
  • Risk Management
  • Wealth Management and Transfer
  • Estate, Legacy, and Beneficiary Planning 
  • Coordinate with other experts (e.g. accountant)

Financial Planning

  • Retirement Planning
  • Comprehensive Financial Planning
  • Social Security Planning
  • Retirement Distribution Planning
  • Wealth Accumulation Planning
  • Cash Flow/Net Worth Analysis
  • Tax Reduction Strategies
  • Investment Related Tax Planning
  • Life, Disability and Long-Term Care Planning
  • Education Planning 
  • Estate, Legacy, and Beneficiary Planning
  • Coordinate with other experts (e.g. attorney)

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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. 

  • Home
  • The Firm
  • About Joseph
  • Services Offered
  • Initial Consultation
  • Our Process
  • Client Expectations
  • Resources
  • Contact Us
  • Schwab Log-In
  • SEC

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