ProsperiFi Leverages Bespoke Wealth Management and Financial Planning Services to Build Multi-Generational Wealth

Financial planning and wealth management are key components necessary for achieving financial abundance that spans multiple generations. Clarifying financial priorities, defining goals, and acting toward these milestones is part of this process. Without the right foundation, highly successful individuals may struggle to build the future they desire. Financial planners mitigate this potential fallout by serving as a dedicated partner in a client’s financial journey. Their expertise is vital for avoiding unnecessary mistakes and unlocking financial avenues with the most efficiency. ProsperiFi, a leading financial planning and wealth management firm, specializes in helping success-driven people and families enhance their financial well-being and manage wealth.

For almost 10 years, the firm has supported entrepreneurs, C-suite executives, ultra-high-net-worth families, and philanthropists on this journey. From discovering a client’s financial goals, designing a plan to achieve these, collaborating with third-party specialists, and reviewing the strategy’s performance, ProsperiFi offers intelligent financial insights and high-touch support. Knowledgeable financial advisors work hands-on to create custom strategies tailored to a client’s unique circumstances and goals. ProsperiFi takes a holistic approach to facilitating success, leveraging numerous tools in the financial services marketplace to provide comprehensive, research-backed solutions. 

Krzysztof ‘Kris’ Garlewicz, ProsperiFi Founder and President, disrupted the market in 2014, with his goal to align personal, professional, and financial objectives for clients receiving cookie-cutter, piecemeal approaches. “In the financial services industry, attorneys, accountants, insurance brokers, and other specialists are all driving on the same highway, but they’re only focused on their own lane,” Kris says. “ProsperiFi’s experienced financial planners are preventing lost opportunities by collaborating with these specialists to build comprehensive roadmaps that address a client’s biggest concerns: How can they build, manage, and preserve their wealth?”

Raised by immigrants who opened several family businesses and chased the American dream, Kris recognizes small businesses as engines of the economy deserving more support. Encouraging families to build wealth through business ownership became a priority of his after serving in a Chicago-based regional insurance company. As Kris oversaw the development of a wealth management program and the company’s retirement plan division, he noticed the need for small businesses to leverage their tax advantages to better preserve wealth.  

ProsperiFi helps families, businesses, and individuals optimize their retirement, tax, and estate planning. The firm also supports clients in developing diversified, long-term investment portfolios. ProsperiFi is passionate about bringing value to an overlooked demographic in America and takes pride in its ability to watch client success in real time.  

Over time, the firm’s vision has been refined to focus heavily on eliminating the complexity of financial planning and wealth management for clients with varying needs. Analysis paralysis is a difficult challenge for executives and business owners. ProsperiFi shoulders this burden by navigating market complexity and remaining mindful of the evolving landscape in which a client’s goals exist.  

“It’s our job to have tough conversations with clients,” Kris says. “We dig deep in our due diligence process, unearthing what you really want to focus on and highlighting potential strengths and vulnerabilities in your current circumstances. These nuances enable ProsperiFi to connect you with the specialists who can safeguard your assets from external threats and help to improve financial outcomes.”  

ProsperiFi aims to expand its influence in the financial services market by expanding its hands-on, in-person client support. Kris will also release an upcoming book emphasizing the power of family businesses in achieving tax-free wealth through proactive financial planning.