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Prosperity Partners
Prosperity Partners (“Prosperity”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to...
Overview
Prosperity Partners (“Prosperity”) is a Chicago-headquartered public accounting firm offering best-in-class tax, accounting, and personal finance services to dynamic businesses, high net-worth individuals, and family offices. With offices throughout the United States, we are growing a people-focused public accounting firm with a strong culture, talented professionals and great clients. We offer competitive salaries, equity compensation and excellent benefits (medical, 401k with company contribution, generous vacation, education and more). We encourage you to apply if interested in working with talented professionals in an entrepreneurial, process-driven environment.
General information
Firm type
RIA
Year founded
2011
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Frequently asked questions
What services does Prosperity Partners offer?
According to its website, Prosperity Partners provides personalized financial planning and wealth management advisory services. The firm presents itself as a professional platform for delivering investment insights, though no detailed breakdown of services such as tax planning, estate planning, or specific asset management capabilities is publicly available.
Who runs investment decisions at Prosperity Partners?
The firm does not publicly name its principals, advisors, or investment committee members on its website. The team page on the PSG Financial site does not list individual profiles, making the leadership and decision-making structure opaque to external observers.
Does Prosperity Partners disclose its assets under management?
No. The firm has not published an AUM figure on its website or through public regulatory filings that are readily accessible. Its current scale is Undisclosed.
What investment stages or asset classes does Prosperity Partners target?
The firm's public website does not specify target asset classes, investment stages, or sector focuses. The portfolio and strategy pages contain no detailed allocation data, leaving its investment posture undefined in publicly available sources.
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