About
Prosper Wealth Group
Prosper Wealth Group was founded by Sadie Schweers, a wealth advisor, and manager with a passion for changing people's accessibility to wealth. Having grown up in agriculture and now living in southwest Texas with her husband, Jacob, a sixth-generation farmer, and their two children, Sadie is on a mission to help families, individuals, businesses, and nonprofits across the country have access to wealth-building strategies.
She has brought her passion for numbers and risk management into her advising agency to help her clients reach their financial goals. She stresses that selling the ranch, farm, or family business doesn’t need to be the answer to retirement.
When you work with Prosper Wealth Group, you are working with an individual that deeply cares about your family roots, goals, and current financial situation to work with you to get you to where you want to be. Sadie pride’s herself on providing top-tier financial services with a hometown feel.
When you’re considering bringing on a wealth manager or advisor, you want someone who.
Is focused on your short and long-term goals
Provides a full-service investment and insurance solution
Is dedicated to providing individual solutions and financial education
values transparency and establishes trust with each and every client
Believes in doing the right thing all the time
Want to learn more? You can book a complimentary 45-minute consultation with Sadie herself to see what she can do for you.
OUR PHILOSOPHY
Prosper was built on the foundation of serving individuals, families, and entrepreneurs with a individualized holistic approach to investing for the future and building stronger businesses. We believe that transparency and independence are two of the most important values one can have, which is why we are not owned by a bank or insurance company and we do not have proprietary products that we are required to sell. All of our solutions are regulated and determined by each clients individual needs and goals in mind. We focus on each avenue of your finances with your life goals in mind; asset allocation, tax planning, major purchases decisions, retirement planning, charitable giving, distribution, and your family legacy.
