Financial Advisors
Coral Springs, FL
Prosperitus Wealth Advisors is a boutique fiduciary firm in Coral Springs specializing in comprehensive wealth management for high-net-worth individuals and families. Led by CFP® and CFA® credentialed advisors, they offer personal CFO-style coordination including advanced tax strategy, equity compensation planning, business exits, estate planning, insurance, and legacy design. Through collaboration with Prosperitus Wealth Accounting (an independent CPA firm), they deliver fully integrated wealth management and tax planning under one roof, simplifying complexity and helping clients focus on family, career, mission, and legacy.
Ideal for: High-net-worth business owners planning exits or succession, pre-retirees optimizing for retirement, affluent retirees seeking income clarity and legacy planning
Service area: Coral Springs, FL and surrounding South Florida communities
Uncompromising Fiduciary Standard: Every recommendation is made solely in clients' best interests with no commissions, ensuring alignment with client goals rather than firm revenue.
Integrated Tax & Wealth Coordination: Full collaboration with Prosperitus Wealth Accounting (independent CPA firm) delivers coordinated tax and investment planning under one roof, reducing complexity and missed opportunities.
Leadership Credentials: Firm leadership holds both CFP® (Certified Financial Planner) and CFA® (Chartered Financial Analyst) designations, providing rare depth of expertise for high-net-worth planning.
Address: 2855 N University Dr #110, Coral Springs, FL 33065
Phone: (954) 400-1470
Website: prosperituswealth.com
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