10955 Lowell Avenue
Providing our Clients with the full range of services needed to wisely manage their assets often means guiding them in their decisions about “Trusts.” Prosperity offers answers to questions like “Who should hold assets on behalf of my beneficiaries?” and “Which type of Trust makes the most sense for my goals?”
Over the years, we have established close working relationships with many highly reputable Trustee options. Knowing your special needs will help us guide you to the professionals best able to help you.
Then, as your investment managers, we work closely with your Trustee to ensure that your arrangement continues to reflect your goals and desires for the future.
Estate conservation is too important to put off. Do you have a smart exit strategy?