top of page

Growing, Preserving, and Managing Your Wealth Since 2005

At Prosperity Wealth Advisors, Inc., we believe everyone should be able to live the retirement they have always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services designed to help you address your financial needs and concerns. 

Get Started in 3 Easy Steps

Magnifying Glass_edited_edited.jpg

Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like. 

AdobeStock_109755635_edited_edited.jpg

Engaging in our comprehensive

wealth assessment process, we'll examine your current financial situation and determine your retirement needs. 

Office Work_edited_edited.jpg

Plan

Receive a thoughtful, personalized strategy designed to help you reach your unique retirement goals.

Evaluate

Services We Offer

4551441.png

Retirement Income Planning

1057799-200.png

Social Impact and Charity

stock-exchange-icon-png-5.png

IRA/401k Rollover

878253-200.png

Investment Advice

sign-document-icon.webp

Strategic Tax Planning

house-and-home-icon-symbol-sign-free-png.webp

Estate and Trust Planning

Upcoming Events

No events scheduled. Check back soon!

Meet Our Team

Michael Moffa, AIF®, AWMA®, CRPC®, CEPA® | President & Private Wealth Advisor

Callie Koenig | Marketing Director

Dina Capitano | 

Office Manager

CM4_3181.jpg
Callie Smile.HEIC
Dina Smile.HEIC

Today's retirement is different.

It's not the final chapter in the book of life, but rather the beginning... a second act. Join us at one of our seminars to see how we can help you with your retirement plan.

bottom of page