Wealth Management Services for a Better Future

Services for Every Part of Life

Comprehensive and customizable offerings

ProsperityPrivate Investments will provide you with the client-first services that our trusted financial advisors value, paired with the resources and support of Raymond James, an international financial services firm.

• Asset Management
• Business succession planning
• Charitable giving and gifting strategies
• Corporate benefits planning
• Education planning
• Estate planning
• Fixed income services
• Tax planning
• Integrated wealth management
• Longevity planning
• Retirement planning
• Insurance and risk management***

***Insurance and annuities offered through Raymond James Insurance Group, Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.

Raymond James, ProsperityPrivate Investments and Prosperity Bank do not provide tax or legal advice. Please discuss these matters with the appropriate professional.

The Financial Planning or Consulting services listed are generally those offered under the Wealth Advisory Services Agreement. However, fees and services are customized with each client agreement. For a complete list of fees and available services, please consult the most current Form ADV Part 2A and the Wealth Advisory Services Agreement that you may obtain from your Investment Adviser Representative.

Trusted Financial Advisors

At ProsperityPrivate Investments we are committed to helping our clients turn their aspirations and financial goals into realities.

Find a ProsperityPrivate Advisor Today!

Asset Management

An array of investment strategies* that align with your goals Your financial goals are unique - your plan to pursue them should be as well. That's why we review a multitude of investment strategies, managers and products, identifying those that fit your financial goals, taking into consideration their potential for growth, capital preservation, income and other factors specific to your situation.   Alternative Investments Annuities and Insurance Concentrated Equity Strategies Equity and Fixed Income Strategies Exchange Traded Funds Mutual Funds Options Separately Managed Accounts Structured Investments Unified Managed Accounts Wrap Accounts 529 Plans

*Investing involves risk and you may incur a profit or loss regardless of the strategy selected, including diversification and asset allocation. A copy of the current options disclosure document can be obtained from your financial advisor. Options are not suitable for all investors.

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement.

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Click the link below to log into your brokerage account or watch the video guide on how to set up your account on Raymond James so that you can access all of the client features.

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Markets and Investing Resources

Here are some timely articles and resources from Raymond James that will help you better understand the markets and investing.

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Disclosures

Financial Advisors offer securities through Raymond James Financial Services, Inc., member FINRA/SIPC and securities are not insured by credit union insurance, the FDIC/NCUA or any other government agency, are not deposits or obligations of the bank/credit union, are not guaranteed by the bank/credit union, and are subject to risks, including the possible loss of principal. ProsperityPrivate Advisors and Prosperity Bank is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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