Prosperity Road is an independent, boutique wealth advisory firm.
We specialize in working with clients with complex financial situations.
Together we navigate financial decisions that put you on the simplest and clearest path to prosperity.
You need an advisor who is not only knowledgeable about your unique financial situation, but someone who has helped dozens of clients just like you for decades.
“Prosperity is a mindset. Perspective is everything. We offer you a different perspective and help you gain clarity and confidence as we navigate your path to prosperity together.”
Emily is the Founding Principal of Prosperity Road and has over 14 years of wealth management experience with ultra high net worth individuals. She started her financial career as a financial analyst before spending over a decade as an independent wealth advisor. Emily launched Prosperity Road to focus her work and expertise with individuals and families with highly specialized financial needs.
Emily’s alma mater is the University of California, Los Angeles, where she earned a B.A. in Economics/International Studies. She also earned her Juris Doctor from the prestigious USC Gould School of Law.
Principal & Wealth Advisor
Principal & Wealth Advisor
“Prosperity is a mindset. Perspective is everything. We offer you a different perspective and help you gain clarity and confidence as we navigate your path to prosperity together.”
Emily’s alma mater is the University of California, Los Angeles, where she earned a B.A. in Economics/International Studies. She also earned her Juris Doctor from the prestigious USC Gould School of Law.
Our Values
Acting with integrity, openness, and honesty is non-negotiable.
Always working in your best interest.
Personalizing services for your needs.
Providing you the information needed to preserve your independence.
Working together as partners.
Doing what we say.