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Prosperity First Wealth Management
Prosperity First offers an integrated financial ecosystem — The Prosperity Ecosystem™ — where bookkeeping, fractional CFO, money coaching, and Human Design...
Overview
Prosperity First offers an integrated financial ecosystem — The Prosperity Ecosystem™ — where bookkeeping, fractional CFO, money coaching, and Human Design work together as modules within a single methodology. The Prosperity Ecosystem™ is a financial transformation methodology created by Shaneh Woods that integrates structural profit implementation with money coaching, nervous system rewiring, and Human Design. The firm serves established service-based business owners making $250K+ who have outgrown transactional bookkeeping.
General information
Firm type
RIA
Location
City
Lummi Island
Principals
Shaneh F. Woods — CFO
Money Coach, Prosperity Architect, Human Design Reader, and creator of The Prosperity Ecosystem™
Shaneh Woods
Founder of Prosperity First, Inc.
Frequently asked questions
What investment stages does Prosperity First Wealth Management typically target?
There is no public information on the investment stages Prosperity First Wealth Management targets. The firm does not disclose whether it focuses on direct deals, fund commitments, or public market securities. Without disclosure, its investment approach remains unknown.
Which sectors does Prosperity First Wealth Management explicitly avoid?
Prosperity First Wealth Management has not disclosed any sector exclusions or negative screens. Without a published investment policy or strategy document, sector avoidances cannot be inferred. This is a gap for any institutional allocator evaluating the firm.
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