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Wealth Management

A solid wealth management strategy is designed to build, preserve, and transfer wealth while minimizing your exposure to risk. Through Prosperis Financial Solutions, LLC, we offer access to personalized wealth management services to individuals, families, and businesses. Our wealth management advisors have the experience and resources to build a comprehensive strategy that is tailored to your unique circumstances and aligned with your goals.

Investment Planning

We offer many investment options through INVEST Financial Corporation for both short- and long-term goals.
  • Stocks and bonds
  • Mutual funds
  • Annuities and more

Estate Tax Planning Services

We offer tax-advantaged strategies to protect your assets.
  • Estate and gift planning
  • Tax planning and strategies
  • Wealth transfer

Business Succession Planning

Protect your business and generate retirement income.
  • Business restructuring
  • Transfer of ownership
  • Tax advice and strategies

Retirement Planning

Determine your retirement goals and develop a master plan.
  • Establish retirement goals
  • Analyze retirement income needs
  • Integrate existing retirement accounts

Prosperis Financial Solutions, LLC is a wholly-owned subsidiary of Sun National Bank. INVEST Financial Corporation (INVEST), member FINRA, SIPC, a registered broker dealer and registered investment advisor, is not affiliated with Sun Financial Services, LLC, or Sun National Bank. Securities, advisory services and insurance products are offered through INVEST, and affiliated agencies are not insured by the FDIC or any other government agency; are not deposits or other obligations and are not guaranteed by any bank; are subject to investment risks, including possible loss of the principal invested.

Registered representatives of INVEST Financial Corporation, member FINRA/SIPC. INVEST and affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporation's Privacy Policy

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

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