Prospect Wealth Advisors is an independent financial services firm serving retirees and pre-retirees in the Scottsdale, Arizona community. The firm helps clients navigate retirement and financial planning through personalized, proactive guidance, with an emphasis on protecting and managing wealth across generations.

Its services include income planning, investment management, tax minimization strategies, legacy planning, and estate planning. Income strategies may coordinate retirement accounts, investments, Social Security, and defined benefit pensions. Investment management draws on a broad range of investments while considering potential risks and expenses, and tax planning is incorporated into financial decisions. Legacy planning helps clients prepare for the transfer of wealth to people who matter to them.

Prospect Wealth Advisors describes its approach as a transparent, ongoing process: an introductory meeting, goal setting, development and implementation of a tailored wealth plan, and continued monitoring. The firm also helps clients understand retirement plans, benefits, and the retirement system. Advisory services are offered through duly registered individuals affiliated with CreativeOne Wealth, LLC, a registered investment adviser; the firms are unaffiliated entities.