Prosperian Wealth Management offers life insurance, risk management, employee benefits, estate planning and business planning services.

Employee Benefits

Risk & Compliance

Prosperian Wealth Management

Prosperian Wealth Management's headquarters in Rye, NY, United States

Ben L. Nichols

Isabel Gullickson

Bryce Gomez

Ian Knechtle

Giana Imami

This department provides guidance and support in financial planning, investment strategies, and client advisory services.

Financial Services

The Financial Services Team at Prosperian Wealth Management provides tailored financial guidance and planning for clients by assessing their insurance needs, managing risks, creating estate and business plans, and optimizing employee benefits. Team members work collaboratively to offer personalized solutions and ensure clients' financial stability and growth.

Financial Services Team

This department manages investment strategies and oversees operational processes to ensure efficient financial performance.

Investment Operations

This department focuses on establishing and nurturing strategic partnerships to enhance business growth.

Prosperian Wealth Management

Org chart

Teams

Financial Services

Financial Services Team

Investment Operations

Partnership Development

Offices

Prosperian Wealth Management

Org chart

Teams

Financial Services

Financial Services Team

Investment Operations

Partnership Development

Offices

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