Skip to content

Prosperity Partners Wealth Management, LLC.




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.”

More Stories

  • Latest Issue 11 20

    Read More
  • Markman's Raises Funds for Boys and Girls Clubs

    Steve Markman recently presented a check for $2,750 to Bridget Jones, Director of Development & Corporate Events for Boys & Girls Clubs of the Tennessee Valley. The check was presented as a result of the recent Open the Vault Event Fundraiser held at Markman’s. Read More
  • Marble City Opera Welcomes New Board Members

    Since 2013, Marble City Opera has been Knoxville’s chamber opera company, bringing American chamber opera and innovative performances of traditional operas to new audiences in interesting venues. Marble City Opera welcomes new board members Michael Combs, Susie Allen, Marga McBride, Jacob Love, Frank Murphy, and Erin Reece.  Read More
  • SmartBank Promotes Three

    SmartBank has promoted Becca Boyd to Executive Vice President and Chief People Officer. As Chief People Officer, Boyd will lead the human resources department and all aspects of people management including training and development, payroll, benefits, recruiting, talent management, associate engagement, and HR technology. Read More