Prosperitas Wealth Management

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1026 Oak St Ste 200
Clayton, CA 94517
+1 (925) 672-7700
https://www.prosperitaswm.com

Prosperitas Wealth Management, based in Clayton, CA, is a Registered Investment Advisor with 25 years of experience in wealth management, catering to individuals, families, and small business owners. The firm focuses on helping clients achieve their financial goals through deliberate money management, comprehensive financial planning, and thorough exploration of tax planning opportunities.

With a commitment to answering life's important financial questions, Prosperitas assists clients in navigating investment strategies, insurance options, and retirement planning. Their holistic approach ensures clients understand how their finances are interconnected and aids them in making informed decisions for their future.

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