At Prosperity Wealth Advisors, Inc., we focus on clients whom we believe we can help make a lasting difference in
pursuing their financial objectives and goals. As a boutique firm, we offer a comprehensive suite of investment
management and financial planning strategies, serving exclusive clientele of individuals, business owners, and
affluent & ultra-high-net-worth individuals in order to provide high-level, personalized advisory service.
Our team of fiduciary advisors specializes in serving clients experiencing major life changes, such as women in transition, family stewards, or thriving retirees. Whatever their particular needs, all of our clients share a common goal: to protect and grow their assets.
|Firm Start Year:||2005|
|Name of Custodial Firm:||Fidelity, Schwab/TD Ameritrade, Pershing, LPL Financial|
|States Licensed in:||FL, NY, NC|
|Number of Years with Current Firm:||15|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs|
|Investment Types:||Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Annuities, Commodities, Mutual Funds, Insurance, Options & Futures, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, At my office, At your home, Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life, Annuity|
|Financial Organization Memberships:||Financial Planning Association (FPA), Paladin Registry|
|Advisor's Number of Clients:||250+|
|Advisor's Number of Managed Clients:||250+|
|Advisor's Number of Planning Clients:||250+|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Flat Fee, Based on Assets|
Investment advice offered through Prosperity Wealth Advisors, Inc., a registered investment advisor.
Michael Moffa is the president of Prosperity Wealth Advisors, Inc. Some of his accomplishments include being honoured as Central Floridas Premier Financial Advisor for 2016, as seen in The Wall Street Journal, and being a Forbes brand contributor. As a business owner himself, Michael understands the importance of having an objective, professional help in developing and implementing a financial plan.
Michael leads a team of professionals who focus on clients they believe they can help in pursuing their financial objectives and goals. Their team serves clients experiencing major life changes, such as women in transition, family stewards, or thriving retirees. Whatever their particular needs, all of their clients share a common goal: to protect and grow their assets.
Michael is a dedicated husband and a father to his two sons and daughter. He was born and raised in New York City, where he lived the majority of his life attending school and conducting a research analysis. He began his career as a computer network engineer before realizing his passion and transitioning into the financial industry. In his free time, Michael enjoys playing sports, attending and instructing mixed martial arts classes, playing an occasional round of golf, and global travelling.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 3:00 PM|
|Sat.||9:00 AM - 1:00 PM|
|Apollo Beach||Belleair Beach|
|Indian Rocks Beach||Land O Lakes|
|Lutz||New Port Richey|
|Palm Harbor||Pinellas Park|
|Seminole||Sun City Center|