Learn more about our team and how we can help you navigate retirement and so much more! #PPWM #Aboutus https://lnkd.in/g2VcDn38
Prosperity Partners Wealth Management
投资管理
Knoxville，Tennessee 394 位关注者
Living, Loving and Leaving a Legacy. Investment analysis, Retirement income planning, Financial and Estate planning
关于我们
We believe in developing strong personal relationships with our clients. As an independent firm, our focus is not on the number of accounts we can open, but on the quality of experience each client receives. We have dedicated team members who treat you like family, listen to your needs, and help solve your problems. We maintain an open line of communication and walk through life with you through good and tough times. For us, helping you succeed is not our job, it’s our calling. Securities & Investment Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA, SIPC, & Registered Investment Advisor. Listed entities are not affiliated. Investments in securities involve risk, including the potential loss of principal invested. Any information posted on this Linked In page is neither an offer to sell nor a solicitation of an offer to buy any security or investment strategy. Social Media disclaimers and additional information can be found here https://www.prosperitypartnerswm.com.
- 网站
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www.ppwmtn.com
Prosperity Partners Wealth Management的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Knoxville，Tennessee
- 类型
- 合营企业
- 创立
- 2016
- 领域
- Financial planning, Investment management, Retirement income analysis, Social Security planning, Tax management strategies, Estate review and recommendations,
地点
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主要
获取路线
306 Prosperity Dr
US，Tennessee，Knoxville，37923
Prosperity Partners Wealth Management员工
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Ali Swofford PhD, CLU, ChFC
CEO, Senior Partner at Prosperity Partners Wealth Management, LLC, formerly Swofford Financial
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Wesley N. Price, CFP?
Senior Partner/Personal Wealth Advisor at Prosperity Partners Wealth Management
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Elizabeth Van Pelt
Administrative Assistant at Prosperity Partners Wealth Management
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Craig Hammer
Senior Partner/Personal Wealth Strategist at Prosperity Partners Wealth Management LLC
动态
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There is perhaps no annual letter more anticipated than the one Warren Buffett sends to his Berkshire Hathaway shareholders. Investors and business leaders scour the letter for hints about the economy and financial strategies. It also often includes some more fundamental business — and life — lessons, too.
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We are grateful for the work of Second Harvest in our community and appreciate the shout out.
We are so thankful to Prosperity Partners Wealth Management for their support of East Tennessee children during this year's Pack the Bag campaign. Thank you for believing in Food for Kids! If you'd like to join the support of our Food for Kids program, please visit https://lnkd.in/esYippFj.
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Studies suggest that increased exposure to news, whether through traditional media or social media platforms, can negatively impact mental health. In other words, more news correlates with higher anxiety. But the answer is not to check out altogether. In this article, the author shares advice from three experts on how to be more intentional about where, when, and how you catch up on the news so that you don’t become a victim of round-the-clock triggering headlines.