Elite Financial Services

At Prosus Wealth, we offer comprehensive financial services with a focus on big-picture financial planning. We aim to be the architect of your financial safe haven, from design to implementation and beyond. That's why we provide a full range of services to help meet each client’s unique needs, and work with a network of trusted professionals to ensure every aspect of your financial plan is protected.

With customized planning and tailored services, Prosus Wealth provides you with the guidance and support you need to turn your financial goals into a reality.

Financial Planning: A Secure Foundation for Your Future

Just as every new home build begins with a blueprint, a secure financial future begins with a plan. At Prosus Wealth, we specialize in designing custom financial plans that meet your exact needs, goals, and lifestyle. Then, we provide the exact services and guidance you need to help carry out that plan—building your financial safe haven from the ground up.

Learn More about Our Financial Planning Process

Tax-Focused Guidance and Planning

Taxes are a constant and considerable portion of your financial life. And yet, many wealth managers fail to adequately consider the tax implications of each financial decision on your overall financial plan. At Prosus Wealth, we place a strong emphasis on tax planning, including how it will impact your wealth distribution in retirement. We help you to understand the tax considerations for every situation, and always account for taxes as best we can when designing your financial plan.

By placing a strong emphasis on taxes as a key part of financial planning, we can help our clients to save more money and reach their financial goals even faster.

Services for Families, Businesses, and Entrepreneurs

Our goal at Prosus Wealth is to offer elite, comprehensive financial guidance to those who need it most. As wealth grows, the difficulty of properly managing it grows as well. We help families, executives, business owners, and entrepreneurs find achievable solutions to complex financial issues while planning for long-term growth and stability. With our exceptional industry knowledge and experience, we provide objective, transparent guidance on par with financial services typically reserved for the largest corporations and wealthy elite.

You can learn more about the financial services we provide in the lists below, or reach out to our team today to see how we can help you reach your goals and finally feel confident in your financial future.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (212) 709-8175