Prosperiant Wealth Management, LLC

Prosperiant Wealth Management is an investment advisory firm founded in April 2023 and based in Westfield, New Jersey. The firm is led by its principal owner, Mark William Cassidy, and primarily serves high-net-worth individuals. Prosperiant Wealth Management offers ongoing portfolio management services tailored to each client's specific goals, time horizon, and risk tolerance. The investment approach incorporates cyclical and fundamental analysis with a focus on long-term trading, utilizing a selection of fixed income securities, equities, exchange-traded funds, and other diversified assets. Client portfolios are managed with the authority to make trades without asking first, based on an agreed-upon Investment Policy Statement. The firm requires accounts to be held at Charles Schwab & Co. and operates under legal standards requiring it to act in clients' best interests when managing retirement and individual retirement accounts.