Navigate Tomorrow, Prosper Today.

Navigate Tomorrow, Prosper Today.

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Trusted by tech professionals

Trusted by tech professionals

You’re busy. We get it.

Not all recommendations are equal. Our “byte-sized financial planning” focuses solely on looks at the next few things to get done.

Small lists get completed. Big lists rot.

WHY US

Difference makers.

We're like you

Prospero’s advisors come from leading tech companies like Amazon, Oracle, Meta, and Stripe. 

We're like you

Prospero’s advisors come from leading tech companies like Amazon, Oracle, Meta, and Stripe. 

We're like you

Prospero’s advisors come from leading tech companies like Amazon, Oracle, Meta, and Stripe. 

We like you

Our plan is to stay connected forever. We communicate frequently and want to hear from you.

We like you

Our plan is to stay connected forever. We communicate frequently and want to hear from you.

We like you

Our plan is to stay connected forever. We communicate frequently and want to hear from you.

We're not salespeople

We’re data-driven and we don’t push “in-house products” at your expense.

We're not salespeople

We’re data-driven and we don’t push “in-house products” at your expense.

We're not salespeople

We’re data-driven and we don’t push “in-house products” at your expense.

We're opinionated

We do not believe that the way it has always been done is the way it should always be done.

We're opinionated

We do not believe that the way it has always been done is the way it should always be done.

We're opinionated

We do not believe that the way it has always been done is the way it should always be done.

We love what we do

We work with clients who have had difficulty getting their needs met elsewhere. We constantly assess new products and opportunities.

We love what we do

We work with clients who have had difficulty getting their needs met elsewhere. We constantly assess new products and opportunities.

We love what we do

We work with clients who have had difficulty getting their needs met elsewhere. We constantly assess new products and opportunities.

We use the best tools

We use industry-leading client reporting, financial planning, risk management, and trading tools.

We use the best tools

We use industry-leading client reporting, financial planning, risk management, and trading tools.

We use the best tools

We use industry-leading client reporting, financial planning, risk management, and trading tools.

Our curated investment partners

Our curated investment partners

ABOUT US

passion for service

passion for service

Prospero Wealth, LLC was founded by Marcus Maurer and Eric Franklin. They met in the late ‘90s working in Amazon’s Customer Service department. They bonded via a Thomas Pynchon reading group and have been chatting each other up about investments and books ever since.

PROCESS

HOW IT WORKS

Schedule a consultation

 We’re nice people. A 15-minute video chat gets things rolling.

Schedule a consultation

 We’re nice people. A 15-minute video chat gets things rolling.

Onboard

Get access to our portal and our disclosures to know we’re legit.

Onboard

Get access to our portal and our disclosures to know we’re legit.

Build a plan

Your goals. Your plan. Typically built over a series of 4 meetings.

Build a plan

Your goals. Your plan. Typically built over a series of 4 meetings.

Implement & Monitor

We implement with you and we report back quarterly.

Implement & Monitor

We implement with you and we report back quarterly.

One Process.
Infinite Outcomes.

We start by asking questions and gaining an understanding of your family, your goals, your finances, and your behavior.

This process yields actionable insights that help us create recommendations uniquely tailored to you and your family.

SERVICES

The work we do

Financial Planning

An engaging process where we help you get on top of your financial life and improve your outcomes.

We’re the accountability partner you need to be successful.

CONCENTRATED OR HIGHLY- APPRECIATED  STOCK  STRATEGIES

We specialize in all issues related to highly concentrated positions. We have multiple ways to help you wind down and diversify those positions, as well as to insure your position against catastrophic outcomes. 

Financial Planning

An engaging process where we help you get on top of your financial life and improve your outcomes.

We’re the accountability partner you need to be successful.

CONCENTRATED OR HIGHLY- APPRECIATED  STOCK  STRATEGIES

We specialize in all issues related to highly concentrated positions. We have multiple ways to help you wind down and diversify those positions, as well as to insure your position against catastrophic outcomes. 

Investment Advice, Implementation, and Management

We have a comprehensive set of risk and trading tools to help you get the most out of your money.

Where do we add value to the DIY investor?

We typically find opportunities in behavioral coaching, asset allocation, asset location, expenses, withdrawal order, systematic tax-loss harvesting, and rebalancing.

Investment Advice, Implementation, and Management

We have a comprehensive set of risk and trading tools to help you get the most out of your money.

Where do we add value to the DIY investor?

We typically find opportunities in behavioral coaching, asset allocation, asset location, expenses, withdrawal order, systematic tax-loss harvesting, and rebalancing.

and more…

ESTATE PLANNING

Wills, Trusts, Medical Directives, and Financial POA. We can help you get the docs you've delayed. We can help also help update your prior plan.

OTHER SERVICES OFFERED

  • Offer Assessment and Negotiation

  • Equity Compensation

  • Tax Planning

  • Benefits Enrollment

  • Insurance Analysis

  • College Planning

  • Coaching and Education

and more…

ESTATE PLANNING

Wills, Trusts, Medical Directives, and Financial POA. We can help you get the docs you've delayed. We can help also help update your prior plan.

OTHER SERVICES OFFERED

  • Offer Assessment and Negotiation

  • Equity Compensation

  • Tax Planning

  • Benefits Enrollment

  • Insurance Analysis

  • College Planning

  • Coaching and Education

FEES

simple pricing

As a fiduciary advisor, we charge by the hour and by asset management fees. We do not receive nor accept commissions.

Financial Planning & Hourly Projects

Initial Financial PlanS (First Year)

Individuals - $3,000+

Couples - $4,000+

Subscription Planning (After First Year)

Individuals - $1,500+

Couples - $2,000+

hourly Planning

$250 per hour

Schedule a Consultation

Notes:

Initial plans are billed 50% at initial publication and then 12.5% each quarter (in arrears) for one year of implementation and monitoring.

All fees (Planning, AUM, and Project) billed quarterly in arrears. AUM fees are annualized and based on average daily balance.

Asset Management Fees

BLENDED TIER FEE

ASSETS UNDER MANAGEMENT

1%

< $1,000,000

0.9%

> $1,000,000

0.8%

> $2,000,000

0.7%

> $3,000,000

0.6%

> $4,000,000

0.5%

> $5,000,000

Schedule a Consultation

FEES

simple pricing

As a fiduciary advisor, we charge by the hour and by asset management fees. We do not receive nor accept commissions.

Financial Planning & Hourly Projects

Initial Financial PlanS (First Year)

Individuals - $3,000+

Couples - $4,000+

Subscription Planning (After First Year)

Individuals - $1,500+

Couples - $2,000+

hourly Planning

$250 per hour

Schedule a Consultation

Notes:

Initial plans are billed 50% at initial publication and then 12.5% each quarter (in arrears) for one year of implementation and monitoring.

All fees (Planning, AUM, and Project) billed quarterly in arrears. AUM fees are annualized and based on average daily balance.

Asset Management Fees

BLENDED TIER FEE

ASSETS UNDER MANAGEMENT

1%

< $1,000,000

0.9%

> $1,000,000

0.8%

> $2,000,000

0.7%

> $3,000,000

0.6%

> $4,000,000

0.5%

> $5,000,000

Schedule a Consultation

FEES

simple pricing

As a fiduciary advisor, we charge by the hour and by asset management fees. We do not receive nor accept commissions.

Schedule a Consultation

Financial Planning & Hourly Projects

Initial Financial PlanS (First Year)

Individuals - $3,000+

Couples - $4,000+

Subscription Planning (After First Year)

Individuals - $1,500+

Couples - $2,000+

hourly Planning

$250 per hour

Notes:

Initial plans are billed 50% at initial publication and then 12.5% each quarter (in arrears) for one year of implementation and monitoring.

All fees (Planning, AUM, and Project) billed quarterly in arrears. AUM fees are annualized and based on average daily balance.

Asset Management Fees

BLENDED TIER FEE

ASSETS UNDER MANAGEMENT

1%

< $1,000,000

0.9%

> $1,000,000

0.8%

> $2,000,000

0.7%

> $3,000,000

0.6%

> $4,000,000

0.5%

> $5,000,000

Schedule a Consultation

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Opinionated thoughts on markets, investor behavior, and the shenanigans perpetrated on an unsuspecting populace. IYKYK.

Opinionated thoughts on markets, investor behavior, and the shenanigans perpetrated on an unsuspecting populace. IYKYK.

LET'S CHAT

Book your free consultation

FAQ

Frequently asked questions

Who are your clients?

Who are your clients?

How do you work with clients?

How do you work with clients?

Why should Prospero Wealth manage my money?

Why should Prospero Wealth manage my money?

How do you manage money?

How do you manage money?

Where do you manage my assets?

Where do you manage my assets?

Will you just manage my money for me (without a financial plan)?

Will you just manage my money for me (without a financial plan)?

Where did the name Prospero come from?

Where did the name Prospero come from?

What's up with the key logo?

What's up with the key logo?

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington and California and in other jurisdictions where exempted. We are conditionally registered in Texas.

© Prospero Wealth 2024. All rights reserved.

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington and California and in other jurisdictions where exempted. We are conditionally registered in Texas.

© Prospero Wealth 2024. All rights reserved.

7724 35th Ave NE #15170

Seattle, WA 98115-9955

(971) 716-1991

hello@prosperowealth.com

Prospero Wealth, LLC (“PW”) is a registered investment advisor offering advisory services in the States of Washington and California and in other jurisdictions where exempted. We are conditionally registered in Texas.

© Prospero Wealth 2024. All rights reserved.