Prosperity Wealth Management

Prosperity Wealth Management Since 1985, our business is based on one primary principle- The Golden Rule. We help you make financ Mark Carnes has been in the industry since 1985.

We develop financial plans and manage assets based on your individual needs. Through this type of focus with clients, we are able to establish and sustain long-term relationships. Whatever your goals may be, we can help you build a strong foundation to help you pursue a more secure financial future which can allow you the time to focus on other important aspects of your life. Here is a brief overv

iew of Prosperity Wealth Management, LLC.:

Designations: Certified Financial Planner, CFP; Master Business Administration: MBA

Personalized Financial Planning Approach
Unbiased, results-oriented advice since 1985
Relationships based on trust, confidence and integrity
Our responsibility is to serve your interests
Our goal is to provide a balanced selection of options to assist you in building and enriching your financial future
We have the flexibility to meet the growing demands of our client base. Mark offers a range of experience and knowledge, enhanced by the ability to access additional insights and ideas within the network
Some of the questions that we can assist in answering are:

Will I be able to retire early? How much money will I need in order to retire? How can I get the most out of my 401(k)? Should I have a traditional IRA or a Roth IRA? How can I position my investments for higher potential returns while reducing risk? How can I "inflation proof" my investment income? Do I need disability income insurance? Long-Term care insurance? How can I ensure that my children receive as much possible from my estate? What do I need to know about wills, trusts, and probate? Please call us if you have any questions about our firm or the range of financial services we provide.

Valuation is important for business succession, estate taxes and even qualifying for a loan.
06/24/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
06/22/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Charitable giving can be both impactful and tax-smart. Learn how Donor-Advised Funds, QCDs, and trusts can support your ...
06/19/2026

Charitable giving can be both impactful and tax-smart. Learn how Donor-Advised Funds, QCDs, and trusts can support your goals.

Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
06/17/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep a...
06/15/2026

The Fed meets Tuesday and Wednesday, and while everyone’s expecting no change, there are still a couple things to keep an eye on—like the new dot plot and what’s next under the new Chair. CIO Gene Goldman reminds us that a Fed hold may not be exciting, but consistency counts. See more in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
06/15/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

06/12/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways...
06/10/2026

Scams are evolving but so can your defenses. From phone calls to social media, scammers are using old tricks in new ways. The good news? Most are preventable. Check out our quick infographic to stay one step ahead!

A helpful glossary of current scams.

Read the latest issue of Retire Wise here:
06/09/2026

Read the latest issue of Retire Wise here:

Families often struggle to find meaningful ways to pass down their values. While wealth, heirlooms, or traditions can be transferred with relative ease,…

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include t...
06/08/2026

Markets hit pause after a 9-week rally, with a Friday pullback shifting focus to a busy week ahead. Key themes include the SpaceX IPO, fresh inflation data, and Middle East developments. Chief Market Strategist Brian Klimke discusses the Fed’s next move and what is driving the markets and what’s just amplifying the noise in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Address

10955 Lowell Avenue, Ste 920
Overland Park, KS
66210

Telephone

+19135290100

Website

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