Market Research Report: Prosperwell Financial
Company Overview
- Name: Prosperwell Financial
- Mission of the Company: As a trusted partner, Prosperwell Financial provides personalized financial guidance to coach, mentor, and inspire clients to live life to the fullest. The company strives to make a positive impact in the world by enabling generations to thrive and changing perceptions about money and happiness.
- Founded: Founded by Nicole Middendorf in 2003.
- Founder: Nicole Middendorf, who began her career at Morgan Stanley and later established her own company.
- Key People:
- Nicole N. Middendorf, CDFA - CEO of Prosperwell Financial, Wealth Advisor with RJFS
- Justin Gandrud - Senior Wealth Advisor
- Connor Jones - Senior Relationship Manager
- Jack O’Brien - Relationship Manager
- Nolan Pyrz - Relationship Manager
- Angie Ferguson - Client Concierge
- Valerie Krinke - Marketing Intern
- Andrew Mai - Finance Intern
- Maddie Mautino - Marketing Intern
- Caitlyn DeGier - Marketing Intern
- Headquarters: 4300 Baker Road, Minnetonka, MN 55343
- Number of Employees: No information is available.
- Revenue: No information is available.
- Known For: Prosperwell Financial is known for providing personalized wealth management advice and guiding individuals and companies towards financial security and happiness.
Products and Services
Products Offered
1. Wealth Management Services:
- High-Level Description: Prosperwell Financial offers comprehensive wealth management services to guide clients through every stage of life, from retirement planning to asset management.
- Key Features:
- Investment management: Asset rebalancing, investment consulting, professional money management.
- Comprehensive financial planning: Cash flow management, retirement planning, insurance analysis.
- Customized experience and solutions for business owners.
2. Investment Banking Solutions:
- High-Level Description: Provides assistance with investment banking needs across nine growth-oriented industry practices.
- Key Features:
- Strategic industry expertise, advisory and capital markets services.
3. Banking and Lending Solutions:
- High-Level Description: Offers a full suite of cash and lending solutions through Raymond James Bank.
- Key Features:
- Personalized services, cash strategies, and lending solutions including traditional and long-term financial needs.
4. Estate and Business Succession Planning:
- High-Level Description: Provides foundational documents and long-term strategies for business owners planning liquidity events.
- Key Features:
- Legacy planning, business succession strategies.
5. Retirement Planning for Businesses:
- High-Level Description: Supports businesses in creating retirement plans not only for owners but also their employees.
- Key Features:
- 401k, Profit Share Plan, Employee Stock Ownership Plan (EOP) services.
Recent Developments
- Recent Developments: No information is available.
- New Products Launched: No information is available.
- New Features Added to Existing Products: No information is available.
- New Partnerships: No information is available.
Contact Information
- Address: 4300 Baker Road, Minnetonka, MN 55343
- Telephone: 763-231-9510
- Fax: 763-231-9520
Note
Prosperwell Financial aligns itself closely with Raymond James for securities and advisory services though it operates independently from Raymond James Financial Services.
End of Report
