Holistic Approach

You may have an attorney, an accountant, and an insurance agent; but who is coordinating all of your finances? Who works with you to help ensure that decisions being made are in-line with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There is no better time than now to receive competent advice and holistic planning services.

We are a fee-based financial services firm dedicated to providing hands-on advice, service, and support. The firm specializes in Investment Management and Retirement Planning for small-business owners, busy professionals, and retirees who want to create an investment strategy to reduce their taxes, invest for the future, and leave a legacy.

We believe that our clients should be informed as much as possible, as such, our website contains financial articles and links in the Resources section. Please feel free to send me a note with any questions you may have, and we will get back to you with a thoughtful answer. I can be reached at JOED@THINKPWM.COM, 410-991-0252.

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.

Holistic Approach

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