Prosperitus Wealth Advisors

Prosperitus Wealth Advisors Prosperitus Wealth Advisors is a comprehensive Financial Planning firm located in Coral Springs, FL.

Life insurance planning should begin with the family, not the product.How much capital would a surviving spouse and chil...
10/09/2026

Life insurance planning should begin with the family, not the product.

How much capital would a surviving spouse and children need to maintain their lifestyle, fund future goals, and preserve the family’s long-term plan?

The appropriate coverage should emerge from a careful analysis of those needs rather than a generic multiple of income.

Your biggest expense might not be your mortgage.As wealth grows, taxes can become one of the largest expenses a househol...
10/09/2026

Your biggest expense might not be your mortgage.

As wealth grows, taxes can become one of the largest expenses a household faces.
And unlike many expenses, taxes aren't something you should simply wait to calculateafter the year is over.

Proactive planning can create opportunities to make more informed decisionsthroughout the year, particularly for executives, business owners, and families withmultiple sources of income.

We recently explored this topic in our article:

“Your Biggest Expense Is Now Taxes — Not Your Mortgage.”

Read the full article to learn why tax planning deserves a place in your broader wealthstrategy.

A $15 million federal estate tax exclusion may sound like permission to stop thinking about estate planning. It is not. ...
10/08/2026

A $15 million federal estate tax exclusion may sound like permission to stop thinking about estate planning. It is not.

The 2026 increase means fewer families may face federal estate tax, but taxes are only one part of the conversation.

Beneficiary designations can become outdated. State rules may differ. Investment accounts, trusts, and legal documents may not work together as intended.

The new threshold is meaningful, but it cannot tell you whether your own plan remains aligned.

That requires a review based on your family, assets, and objectives.

Learn more about how we can support you and your family here:
https://www.prosperituswealth.com/

Your business needs more than a rearview mirror.Your accounting tells you what happened.But what happens when you need t...
10/06/2026

Your business needs more than a rearview mirror.

Your accounting tells you what happened.

But what happens when you need to know:

• Where is the business actually making money?
• How much can I afford to take out of the business?
• Should I reinvest, distribute, or hold cash?
• What will a major business decision mean for my personal wealth?
• What should I be planning for six months, two years, or five years from now?

That's where CFO-level thinking can make a difference.

Prosperitus provides CFO services designed to give business owners a clearer view ofthe numbers behind their decisions and help connect business strategy with personalfinancial planning.

Because running a successful business shouldn't mean making major financialdecisions in the dark.

For business owners, small and tax-reporting details can carry larger consequences than they first appear.S-corporatio...
10/02/2026

For business owners, small and tax-reporting details can carry larger consequences than they first appear.

S-corporation compensation, shareholder health insurance, and retirement contributions often influence taxes, cash flow, and the longer-term plan.

These decisions are rarely as separate as they seem.

Reach out to discuss financial questions around your business.

The fourth quarter is here.For executives, business owners, and successful families, the final months of the year can be...
10/02/2026

The fourth quarter is here.

For executives, business owners, and successful families, the final months of the year can be some of the most important for financial planning.

Before December 31 arrives, there may still be opportunities to make thoughtful decisions around taxes, investments, charitable giving, retirement planning, business finances, and your broader wealth strategy.

The goal isn't to make decisions simply because the calendar says it's Q4. It's to make sure the decisions you're making now support where you want to be next year, and beyond.

There is still time to plan.

This year’s FPA Miami Financial Planning Symposium is built around the issues advisors and their clients are actively na...
09/30/2026

This year’s FPA Miami Financial Planning Symposium is built around the issues advisors and their clients are actively navigating.

Topics include AI and global investing, the economic and market outlook, advanced retirement-plan design, South Florida real estate, building high-performing advisory practices, and an interactive advanced-planning case workshop.

November 12.

This season we look forward to sharing Miami Heat games with clients, team members, and others in the Prosperitus commun...
09/29/2026

This season we look forward to sharing Miami Heat games with clients, team members, and others in the Prosperitus community.

Relationships have always been central to how we built Prosperitus.

We value time spent together outside formal meetings and look forward to a few games throughout the season.

One of the greatest gifts thoughtful planning can provide is preparation.Not because life slows down, but because the ri...
09/28/2026

One of the greatest gifts thoughtful planning can provide is preparation.

Not because life slows down, but because the right structure helps families prepare for milestones that arrive sooner than expected.

Education planning allows important transitions to feel more organized, intentional, and manageable.

Learn more: https://www.prosperituswealth.com/

Some financial decisions can be adjusted next year.Others don't give you many do-overs.Selling a business.Retiring.Exerc...
09/27/2026

Some financial decisions can be adjusted next year.
Others don't give you many do-overs.
Selling a business.
Retiring.
Exercising certain stock options.
Selling a concentrated position.
Making a major gift.
Transferring significant wealth.
Those are the moments when planning before the decision matters most.
Because sometimes the most expensive financial mistake isn't choosing the wrong investment.

Address

2855 N University Drive, Suite 110
Coral Springs, FL
33065

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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