Paul Habib, Owner And Co-Founder - Prowealth LLC

Welcome to ProWealth LLC, your trusted partner in navigating the complexities of financial planning and investment strategies. Located at 201 Jones Road, Waltham, Massachusetts, ProWealth is co-founded by Paul Habib and a team of seasoned professionals dedicated to simplifying the financial journey for our clients. We understand that in today's rapidly evolving digital era, staying ahead of financial trends is crucial for safeguarding and growing your wealth.

At ProWealth, our mission is to demystify the complexities that accompany your financial success. We specialize in a wide range of services, from intricate tax strategies, estate conservation, and business succession planning to more straightforward needs like retirement preparation and education funding. Our approach is rooted in adaptability, innovation, and a commitment to excellence, ensuring we provide tailored solutions that align with your unique goals.

As CERTIFIED FINANCIAL PLANNERS™ held to the highest fiduciary standards, we prioritize your best interests with empathy, patience, and passion. Our goal is to help you achieve financial freedom and reduce stress, enhancing your quality of life and profitability. We believe in empowering our clients to make informed decisions, ensuring your capital—time, energy, and money—is invested in what truly matters to you.

The "PRO" in ProWealth stands for Protection, Retirement, and Opportunity. We are committed to helping you manage risks and optimize your financial portfolios, emphasizing tax efficiency during both accumulation and distribution phases. Our team continually seeks out not-so-obvious opportunities, providing ongoing guidance, education, and research to keep you informed and confident in your financial decisions.

With over 35 years of combined experience, ProWealth caters to physicians, business owners, executives, and retirees, offering comprehensive financial planning and holistic investment advisory services. We navigate the ever-changing tax environment and financial landscape, ensuring that every solution we offer is customized to meet your specific needs and aspirations.

Our team, including Nicholas A. Silva, Paul Habib, Marc Mulfur, and Derek Perkins, is licensed to sell insurance through New York Life Insurance Company and various other independent companies in Massachusetts and New Hampshire. We also offer securities products and investment advisory services through NYLIFE Securities LLC and Eagle Strategies LLC, respectively. Please note that our services are intended for residents of Massachusetts.

ProWealth, LLC is an independent entity, not owned or operated by Eagle Strategies LLC, NYLIFE Securities LLC, or their affiliates. We invite you to explore our services and discover how we can help you achieve your financial goals with confidence and clarity. For more information, please check the background of our investment professionals.

Visit us at ProWealth LLC and let us help you build a secure and prosperous financial future.