Disclosure

Prosperity Wealth Strategies is a state-registered investment adviser. The information presented is for educational purposes only and intended for a broad audience.

The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed.  Prosperity Wealth Strategies has a reasonable belief that this marketing does not include any false or materially misleading statements or omissions of facts regarding services, investment, or client experience. Prosperity Wealth Strategies has a reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser's services, investments, or client experiences. A copy of the ADV 2A can be delivered via email upon request to [email protected]  Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment.  Prosperity Wealth Strategies has presented information in a fair and balanced manner.  Prosperity Wealth Strategies is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.  Prosperity Wealth Strategies may discuss and display, charts, graphs, formulas and stock picks which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Advisor is a registered investment adviser in Birmingham, Michigan.  Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor's web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor's web site on the Internet should not be construed by any consumer and/or prospective client as Advisor's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Advisor with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Advisor, please contact the state securities regulators for those states in which Advisor maintains a registration filing. A copy of Advisor's current written disclosure statement discussing Advisors' business operations, services, and fees is available at the SEC's investment adviser public information website – www.adviserinfo.sec.gov or from Advisor directly upon written request. Advisor does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Advisor's web site or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Advisor throughout this website has provided links to various other websites. While Advisor believes this information to be current and valuable to its clients, Advisor provides these links on a strictly informational basis only and cannot be held liable for the accuracy, time sensitive nature, or viability of any information shown on these sites.

The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don't post or submit account or service-related information on this page. Instead, contact me directly.

Don't expect a reply to your comments. Please, don't give investment advice or provide any client information. Keep your comments relevant and please be respectful. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. 

Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Investment advisory services are provided by Prosperity Wealth Strategies.  

Contact Us

Prosperity Wealth Strategies is committed to answering your questions about your financial planning goals. We offer a complimentary consultation at your convenience. Contact us today to schedule an appointment.

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Office: (248) 963-0568
Cell: (248) 701-7126
[email protected]
320 Martin Street
Suite 240
Birmingham, MI 48009

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
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