# Prosperity Wealth Management, Inc.
Source: https://planprovider.pro/provider/prosperity-wealth-management-inc

> In suburban Overland Park in the Kansas City metro, Prosperity Wealth Management, Inc. works with individuals and businesses that want clear, objective finan…

Retirement Plan Advisor

Overland Park, KS

## About Prosperity Wealth Management, Inc.

<p>In suburban Overland Park in the Kansas City metro, Prosperity Wealth Management, Inc. works with individuals and businesses that want clear, objective financial advice and a steady planning process.</p>

<p>The firm is a registered investment advisor and reports $0.4B in assets under management (2026). Its planning approach is rooted in the Golden Rule, with recommendations intended to match the same standards the team would use for its own finances.</p>

<p>Prosperity Wealth Management handles investment management along with estate planning coordination, insurance planning, and tax guidance as part of ongoing financial planning. It also offers 3(21) fiduciary support for retirement plans, helping sponsors document and monitor investment recommendations while the sponsor keeps final decision-making authority.</p>

<p>One practical differentiator is the firm’s focus on client education, with resources such as articles and calculators that plan participants and families can use between meetings.</p>

<ul>
<li><a href="/plan-advisors">Plan advisor</a> services, including 3(21) fiduciary support</li>
<li>Investment management</li>
<li>Financial planning and milestone-based strategy work</li>
<li>Estate planning and insurance planning coordination</li>
<li>Tax guidance</li>
</ul>

Website: [https://www.pwmadvisory.com/](https://www.pwmadvisory.com/)

## Office Locations

- Overland Park, KS

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $442.2M

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