About
They offer integrated planning with tax at the center, rare professional credentials, and a family office mindset. Their team-based continuity approach ensures long-term stability and service that remains elevated at every stage of life. Prosperitus Wealth Advisors guides clients through life's defining moments, including preparing for liquidity events, succession, or exit planning, optimizing taxes, aligning investments with future income needs, and intentional legacy planning for future generations. They are located in Coral Springs, Florida, and can be contacted at info@prosperituswealth.com or 954-400-1470.
Insurance & payment
Insurance details are not listed publicly — call the practice to confirm.
Ask about sliding-scale fees if you're paying out of pocket.
Services & specialties
Personal CFO and Family Office Services
Prosperitus Wealth Advisors provides personal CFO-style coordination for high-net-worth individuals and families.
Integrated Planning with Tax at the Center
Their integrated planning approach brings together tax, legal, and financial planning with intention.
Rare Professional Credentials
Their leadership holds both the CFP and CFA designations, a combination that brings planning precision and investment rigor to every strategy.
Family Office Mindset
Prosperitus Wealth Advisors coordinates multi-dimensional wealth strategies with the same discipline applied in private family offices.
Team-Based Continuity
Their team-based approach ensures long-term stability and service that remains elevated at every stage of life.