Our Process

The Prosperity Process^™

The Prosperity Process^™ is a proprietary framework we have developed to help our clients identify their goals, create a strategy to achieve them, and implement an action plan to realize their dreams.

Our role as your financial planning team is to help you develop and execute an effective and realistic action plan to achieve your goals.

Securities offered through Cadaret, Grant & Co., Inc., member FINRA / SIPC. Advisory services offered through Prosperity Advisory Group LLC, an SEC Registered Investment Adviser. Prosperity Advisory Group LLC and Cadaret, Grant & Co., Inc. are separate entities. Securities licensed in the following states: NY, CA, CT, DC, FL, GA, IL, ME, MI, NC, NH, NJ, NM, NV, OH, OK, PA, SC, TN, VA, VT and WI.

Additional information about Prosperity Advisory Group LLC is available on the SEC’s website.

Our Process

The Prosperity Process™

The Prosperity Process^™