About Us
Integrity in Action
“Excellence In Client Relationships Since 1993”Companies are reflections of the character and abilities of their leaders. That’s why we base our financial decisions and client service model on integrity and honesty, striving to understand the depth of our clients’ changing lives, family issues and long-term investment goals.
The Prosperity team reflects the vision of Elliot Kallen and Chuck Ballweg, who created their partnership to provide a boutique investment firm that focuses on asset management, financial planning, retirement planning, risk management, corporate retirement plans and group benefits.