Prosperity Financial Group

Directions Website

Prosperity Financial Group Founded in 1993, Prosperity serves clients through comprehensive financial planning, disciplined

Prosperity Financial Group is an integrated Wealth Management and Fiduciary Registered Investment Firm. For over 30 years, we have assisted individuals and families in building, protecting, and preserving their wealth and legacies. Our expertise in wealth management ensures clients can maintain their lifestyles while securing their financial futures. We offer a comprehensive range of personalized financial planning products and services designed to meet the unique needs of each client. Trust Prosperity Financial Group for tailored wealth management strategies that align with your goals and values. Let us guide you in achieving financial security and lasting prosperity.

10/20/2026

In this week’s market update, Elliot discusses tech earnings, AI, and recent market volatility, along with why he continues to see opportunities in technology, infrastructure, and U.S. defense.
For investors focused on fixed income, the environment remains especially challenging. The key is finding the right strategy for your goals.

Have questions about your portfolio? Let’s talk.

📞 925-314-8503
📩 [email protected]
🌐 prosperityfinancialgroup.com

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

09/29/2026

In this week’s update, Elliot discusses the impact of higher Treasury yields and oil prices, why he believes being selective matters in the current environment, and the importance of focusing on the right sectors rather than the market as a whole.

Let’s talk about putting your money to work with a long-term strategy.

📞 925-314-8503

📩 [email protected]

🌐 prosperityfinancialgroup.com

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

09/23/2026

Elliot looks at the impact of oil prices, rising Treasury yields, and elevated borrowing costs, along with why Prosperity Financial Group is being selective about where money is being put to work.

From AI and data centers to biotech and U.S. defense, the focus remains on identifying sectors with long-term potential rather than reacting to short-term market moves.

📞 925-314-8503
📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

09/16/2026

This week, Elliot looks at how oil prices and inflation are impacting both bonds and equities, why markets remain in a trading range, and where opportunities may still exist for investors focused on the right sectors.

📞 925-314-8503

📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

Friday, September 11th, marks the 25th anniversary of the four airplanes, flown by Middle Eastern terrorists, who attack...
09/10/2026

Friday, September 11th, marks the 25th anniversary of the four airplanes, flown by Middle Eastern terrorists, who attacked the United States. More than 3000 Americans died that day, more than at Pearl Harbor in 1941.

Your Team at Prosperity Financial Group wishes to recognize the gravity of this day, and the amazing First Responders who rushed into burning buildings at their own peril, and our brave solders who have been fighting a 25-year war against global terrorism.

God Bless America!

09/08/2026

Markets are moving sideways, and patience matters.
This week, Elliot looks at oil, interest rates, technology, and ongoing market volatility, plus where he’s seeing potential opportunities in sectors including U.S. defense, global infrastructure, and international markets.

The goal isn’t to put money to work just for the sake of it. It’s finding the right opportunities at the right time.

📞 925-314-8503

📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

09/03/2026

This week, Elliot looks at how oil prices, inflation, and interest rates are affecting tech and fixed income, plus where he’s currently seeing opportunities in international markets, U.S. technology, and defense.

Have money sitting on the sidelines? Let’s talk about putting it to work.

📞 925-314-8503

📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

08/27/2026

A softer week in the markets, but opportunities remain.

This week, Elliot looks at inflation pressures, the continued challenges for bonds and income investors, and why sector selection matters more than ever in today’s market. Knowing where your money is positioned can make all the difference.

📞 925-314-8503
📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

08/18/2026

Markets have had a strong summer, but what could be ahead?

In this week’s update, Elliot covers:
• Why AI, aerospace, and defense remain areas to watch

• Possibility of a market correction

• Why patience matters when it comes to IPOs

Have questions about your portfolio? The Prosperity Financial Group team is here to help.

📞 925-314-8503

📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

08/12/2026

Two strong weeks in the market. What comes next?

Elliot covers what's driving the markets right now, including:

• The recent market rally and what he's watching next

• Why a correction could still be ahead

• AI's rebound and continued opportunities across key sectors

Markets change. Your long-term goals don't. Now is a good time to review your portfolio and make sure your money is positioned to work as hard as you do.

📞 925-314-8503

📩 [email protected]

Advisory Services offered through Prosperity Financial Group, Inc., an independent registered investment advisor. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. Prosperity Financial Group, Inc. and Fortune Financial Services, Inc. are separate entities.

Address

2333 San Ramon Valley Boulevard #200
San Ramon, CA
94583

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Prosperity Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category