Serving clients at leading tech companies and startups
We’re like you.
Prospero’s advisors come from leading tech companies like Amazon, Oracle, Meta, and Stripe. We understand the equity compensation and benefits that come with work in technology.
The Prospero Wealth Difference
Only the best tools.
We use industry-leading client reporting, financial planning, risk management, and trading tools.
Only the best investments.
We curate the best investments from the most reputable asset managers in the business. We are proud to work with Dimensional, Vanguard, Parametric, Cambria, Bitwise, and more.
The Prospero Wealth Difference
We’re like you.
Prospero’s advisors come from leading tech companies like Amazon, Oracle, Meta, and Stripe. We understand the equity compensation and benefits that come with work in technology.
We like you.
Our plan is to stay connected forever. We communicate frequently and actually want to hear from you.
We’re not financial 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 love what we do. We go deeper and stay ahead of the curve.
We work with clients who have had difficulty getting their needs met elsewhere. We are constantly assessing new products and opportunities.
Only the best tools.
We use industry-leading client reporting, financial planning, risk management, and trading tools.
Only the best investments.
We curate the best investments from the most reputable asset managers in the business. We are proud to work with Dimensional, Vanguard, Parametric, Cambria, Bitwise, and more.
How does this work?
Understanding risk.
Do you drive like your grandma or Mario Andretti?
Financial planning shows us the investment returns required to fund your goals, but they don’t tell us whether if you can stomach the plan to get you there. To understand this behavioral aspect, we need a quantifiable risk score.
Your risk score is like a speed limit. Your grandma might drive 20 miles below the speed limit. Mario Andretti, on the other hand, will arrive at the destination sooner in most cases (in some, he may not get there at all).
At Prospero Wealth, we are proud to work with Nitrogen, an industry-leading tool for assessing your actual risk tolerance and for enabling us to manage a portfolio in alignment with your temperament.
Understanding risk.
Do you drive like your grandma or Mario Andretti?
Financial planning shows us the investment returns required to fund your goals, but they don’t tell us whether if you can stomach the plan to get you there. To understand this behavioral aspect, we need a quantifiable risk score.
Your risk score is like a speed limit. Your grandma might drive 20 miles below the speed limit. Mario Andretti, on the other hand, will arrive at the destination sooner in most cases (in some, he may not get there at all).
At Prospero Wealth, we are proud to work with Nitrogen, an industry-leading tool for assessing your actual risk tolerance and for enabling us to manage a portfolio in alignment with your temperament.
Get Our Newsletter
Opinionated thoughts on markets, investor behavior, and the shenanigans perpetrated on an unsuspecting populace. IYKYK.
By clicking submit, you agree to share your email address with the site owner to receive marketing, updates, and other emails from the site owner. Use the unsubscribe link in those emails to opt-out at any time.