Prosperitage Wealth

As I approach the anniversary of launching my fee-only RIA, Prosperitage Wealth, it was a humbling honor to share my thoughts with USA TODAY.

“An RIA works closely with clients to create and implement personalized investment strategies aligned with their financial goals,” said Brian Seymour II, CEO of Prosperitage Wealth. “This involves analyzing the client’s financial situation, risk tolerance and objectives to provide tailored advice on asset allocation, portfolio management, retirement planning and other investment-related matters.”

What Is a Registered Investment Advisor (RIA)? RIAs provide services related to securities and investments. However, many RIAs give far more than that.

Pride is the Devil. And he definitely had a hold on me.

Then I reached out for help and it changed everything.

I’m reminded by Scott Galloway often that you can’t read the label from inside the jar.

The head trash that I had couldn’t be unpacked alone and my dream is too big to be achieved without a team.

Arlene Donley Moss, Kristen Newsome and Maddy Roche have been literal game changers in my practice.

I encourage anyone who doesn’t have one to seek out professional assistant to make sure they’re actively working to be your very best self!

And check out the full podcast episode here:

lnkd.in

Truly honored to chat with Suzanne Siracuse on the “Focused on the Future Podcast” through WealthManagement.com

I had the amazing opportunity to talk about the journey of launching my own firm, the impact coaching has had on me and my mission to close the racial wealth gap.

Hopefully my story inspires more diversity in our field.



https://www.wealthmanagement.com/careers/focused-future-brian-seymour-power-coaching

Focused on the Future: Brian Seymour on the Power of Coaching Prosperitage Wealth's Brian Seymour explains the crucial role coaching played in shaping his career, helping him identify his unique strengths and develop his “super power.”

I’m not saying I’m responsible for 25% of the article… What I am saying is that I’m honored to share 2️⃣ of the 8️⃣ strategies “to get rich💵 in 2024” for this timely piece in .

As tax season comes to a close, make sure you’re taking full advantage of these opportunities to set yourself up for success for the rest of the year!

Check out the full article for all 8 strategies at: https://www.nasdaq.com/articles/8-ways-the-upper-middle-class-can-use-their-taxes-to-get-rich-in-2024

Schedule Complementary Call: https://calendly.com/prosperitage/30min

You don't need to be a millionaire to be treated like one.

70% of respondents to a recent survey I conducted answered "Where to Start" as their largest barrier to getting started.

Let's get started today!

https://calendly.com/prosperitage/30min