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March 2021 Client Relationship Summary (Form CRS) CLIENT RELATIONSHIP SUMMARY Marquette Asset Management, LLC d/b/a Marquette Wealth Management (Marquette) is registered with the Securities and Exchange
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Prosperity Wealth Management Inc is a financial advisory firm that specializes in wealth management services, investment strategies, and financial planning for individuals and businesses.
Individuals and entities that engage in specific financial activities or meet certain criteria as defined by regulatory authorities are required to file with Prosperity Wealth Management Inc.
To fill out Prosperity Wealth Management Inc, individuals must complete the required forms, provide accurate financial information, and submit their documentation as instructed by the firm.
The purpose of Prosperity Wealth Management Inc is to assist clients in managing their wealth effectively, providing tailored investment solutions, and helping them achieve their financial goals.
Clients must report personal financial details, investment performance, tax-related information, and any other relevant data as requested by Prosperity Wealth Management Inc.
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