Corporate Headquarters:
6900 E Camelback Rd Suite 990, Scottsdale, AZ 85251
General Email: [email protected]
Phone: (866) 440-2374
We look forward to helping you maximize your full retirement potential
Schedule a complimentary, no-obligation introductory meeting. Investment
advice will only be provided after a formal engagement with Compass Financial
Management LLC.
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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:
We act as fiduciaries, always prioritizing your best interests with unbiased advice and the best industry products.
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What Others Are Saying
Victor Osbor - 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 - 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 - 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.
These testimonials were provided by current clients. No compensation was
provided. Testimonials may not be representative of the experience of other
clients and are not a guarantee of future performance.
Office: 6900 E Camelback Rd Suite 990, Scottsdale, AZ 85251
Call (866) 440-2374
Email:
Prosper Wealth Partners is a d/b/a of Compass Financial Management LLC, an SEC-registered investment adviser.
Registration with the SEC does not imply a certain level of skill or training. Past performance does not guarantee future results.
Tax strategies depend onindividual circumstances and may not result in savings.
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