Prosperity – an EisnerAmper Company

Prosperity operates as EisnerAmper's wealth management business line, not as a separate legal entity. Advisors are partners or employees of the accounting firm itself, and investment advisory services are delivered alongside tax, assurance, and business advisory work. This integration means client portfolios are managed with direct access to the same professionals handling estate planning and tax compliance.

The group constructs multi-asset portfolios spanning equities, fixed income, and alternatives. Public-equity exposure typically includes US large-cap and international developed-market positions. Fixed-income strategies use municipal, corporate, and government bonds. Alternative allocations cover private equity, private credit, and hedge funds, primarily accessed via third-party fund managers rather than direct deals.

Yes, indirectly. Prosperity's client base includes high-net-worth families and multi-generational family offices. Because advisors sit inside EisnerAmper, they can provide investment management while the broader firm handles the tax, estate, and business-entity work that a single-family office would normally outsource to separate firms.

Prosperity's headquarters is in New York City, within EisnerAmper's broader national footprint. The practice has professionals embedded in EisnerAmper offices in major metro areas including San Francisco, Dallas, Philadelphia, and the firm's second headquarters in Iselin, New Jersey.

They are the same entity. 'Prosperity' is the brand EisnerAmper uses for its wealth management practice; the terms are used interchangeably in firm communications. No separate SEC registration or legal entity distinguishes Prosperity from the broader firm's advisory business.