Welcome to Prosper Wealth
Maximize Your Retirement's Full Potential
Expert Strategies to Minimize Taxes and Maximize Financial Security
Don’t settle for one-dimensional help. Learn how Prosper Wealth Partner's full-service retirement planning, tax, estate and wealth management helps you create a better future.
Secure Futures
Comprehensive strategies for a financially secure retirement.
Optimize Wealth
Maximize returns and minimize risks with expert wealth management.
Achieve Goals
Personalized financial plans to meet and exceed your financial aspirations.
About Us -------
Your Trusted Partner in Retirement
At Prosper Wealth Partners, we provide a tailored approach to your financial journey. With over 20 years of experience, we offer comprehensive services in financial planning, investment management, retirement strategies, tax reduction, and wealth management. Our mission is to help you secure your financial future and achieve your dreams.
As an independent Registered Investment Advisor (RIA), we prioritize your best interests. We take the time to understand your unique needs and goals, ensuring our strategies align with your objectives. At Prosper Wealth Partners, we partner with you to create a roadmap for a brighter, more secure future. Experience our dedication and expertise in the financial advisory industry.
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Our Services
FINANCIAL PLANNING
Personalized plans to achieve your financial goals, from budgeting to estate planning. Secure your financial future with tailored strategies.
INVESTMENT PLANNING
Strategic investment management to maximize returns and minimize risks. Tailored plans aligned with your financial objectives.
RETIREMENT PLANNING
Comprehensive strategies for a secure, worry-free retirement. Maximize your retirement income and protect your future.
INCOME PLANNING
Ensure a reliable income stream with personalized strategies. Optimize your financial stability and peace of mind.
TAX REDUCTION
Minimize tax liabilities with expert strategies. Keep more of your wealth through optimized tax planning and asset diversification.
WEALTH MANAGEMENT
Grow and protect your assets with our disciplined approach. Advanced tools and personalized strategies for optimal financial results.
Our Team
John Ramsden
Founder - Managing Partner
Marc Rogers
Founder
Bianca Boehers
Director of Client Service
Nick Johnson
Case Design Manager
Christopher Joswick
VP of Operations
Brandon Bickler
VP of New Business
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What Others Are Saying
Victor Osborn - North Carolina
John guided me through the process of doing a Roth Conversion without using my principal to pay the taxes. I needed this money safe and secure and tax free and we are on our way to doing just that!
Nancy Speedwell - Arizona
I was working with a big bank and I wasn't sure if what I was doing was putting me in the best position for retirement. We did a full comprehensive plan and found ways to optimize my portfolio and reduce my future RMDs. This was the advice I had been searching for.
Jake Wilson - Florida
I wanted to minimize my RMDs and pass money down to my kids without them paying an absurd amount in taxes. We created a plan to strategically move the money into tax free buckets over the next several years and the money can grow tax free forever. 10/10 advice.
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Our Commitment To You
At Prosper Wealth Partners, our commitment to you is built on five key principles:
EXPERTISE:
With over 20 years of experience, our team expertly navigates complex financial challenges to provide you with top-notch advice and solutions.
PERSONALIZED APPROACH:
We understand every client is unique. We take the time to learn your individual needs and goals, crafting personalized strategies just for you.
TRANSPARENCY:
We believe in open and honest communication. You’ll receive clarity and peace of mind at every step of your financial journey.
RESULTS-ORIENTED:
Your success is our success. Our ultimate goal is to help you achieve financial security and prosperity.
INDEPENDENCE:
As a Registered Investment Advisor (RIA), we act as fiduciaries, always prioritizing your best interests with unbiased advice and the best industry products.
Office: 6900 E Camelback Rd Suite 990, Scottsdale, AZ 85251
Call (866) 440-2374
Email: [email protected]