Wealth & Prosperity Financial Services LLC helps individuals, families, and small businesses build financial confidence through insurance, tax strategy, and legacy planning. Its holistic approach considers a client’s broader financial picture, with personalized guidance informed by more than 30 years of expertise. The firm is licensed in Virginia and Maryland and includes an IRS-recognized Enrolled Agent authorized to practice before the IRS.

Services include life, health, Medicare, and property and casualty insurance, along with protection reviews tailored to families, seniors, pre-retirees, entrepreneurs, gig workers, and business owners. The firm also provides tax readiness and planning, strategic tax-reduction guidance, and business advisory services for individuals and small businesses. Additional offerings include mobile notary services, financial documents, and the C.L.E.A.R. Money Method, which supports financial education and organization.

For clients needing advanced accounting software implementation or technical consulting, Wealth & Prosperity works with its sister company, Software Technology Resources. Based in Richmond, Virginia, the firm invites prospective clients to schedule a no-obligation consultation to discuss their needs and develop a plan for greater financial protection and clarity.