President Ali Swofford, Senior Partner Wesley N. Price, CFP® and Senior Partner Craig Hammer make up the partners of Prosperity Partners Wealth Management.

They and their team specialize in independent holistic planning and wealth management for clients who would rather spend time living their bucket list, having confidence that the partners have their backs through their bucket plan.

The dynamic of the three partners, both male and female, combined with over sixty five years of financial wisdom and experience with risk assessment and interactive planning software technologies, helps ease clients’ concerns such as running out of money, paying too much in taxes and potentially going broke in a nursing home.

When asked what they think is the best thing about their organization, they collectively answered that the company has heart. “Our entire team, not just the partners, but every team member gives their all,” said Swofford. “Clients frequently brag to others about how cared for, understood and valued they feel when dealing with a service issue, a planning change, a phone conversation, right down to their personal names on our greeting screen when they come to the office for appointments.”

Price agrees that treating clients like family is an important factor that makes Prosperity Partners unique. “Watching clients’ eyes and body language go from fear and confusion, regarding transition from working years to upcoming or current retirement, to confidence and relief after we have put together their unique, holistic bucket plan is one of the things that makes the work worthwhile,” Price said.

Hammer adds, “One of the advantages of our wisdom and technology combination is that we can provide comparisons of your appetite for risk with the true risk of your 401(k) or personal portfolio. Whether just starting out or nearing retirement your emotional reaction to market volatility can be controlled through “bucketing” for accumulation, preservation, and distribution.”