Find Us on the Suncoast
Prosperity Group helps pre-retirees and retirees across the Sarasota area plan for the future. Whether you’re near Lakewood Ranch, University Town Center or the neighborhoods along the coast, our team is here to guide you.
Our office in Lakewood Ranch sits within easy reach of downtown Sarasota and the wider Suncoast, so meeting in person is simple to fit into your day.
We help local families move from building their savings to drawing dependable retirement income in a tax-smart way. Our work centers on income planning, tax awareness, asset protection and long-term guidance, all shaped around your goals.