Heroic From The Beginning.

In 2009, the market sank into recession. Everyday investors were scrambling, forgetting core principles of investing. Financial planner Lucas Wagner was deeply affected by the stories of everyday people who were too busy to manage their money and had paid dearly. These investors were now under the control of the great archnemesis of investing: emotion.

As a professional, Lucas didn't change what he was doing. He used the same focused, disciplined methods he always had. In fact, he increased his personal contributions into the stock market. However, he was so affected by the stories of everyday people that he made a promise.

"If I win," he said, "this extra money is not for me. I'm holding it in trust for the people on the other side – everyday people who are ultimately pulling their money out in the heat of emotion. If I win... next time, they'll have a choice."

The rest is history.

Making A Difference.

Formed from the proceeds of investing during a recession, the name "Prosperlogic" comes from this story, meaning "the logic behind prosperity". Born during unlikely times and guided by disciplined logic, we invest in our clients just as they invest with us.

Stores have customers. Other firms have clients. Prosperlogic works with people; we have partners. Our approach means a shared responsibility in working towards their financial goals and needs.

Ours is the logic behind prosperity. Beyond the bulls, bears, and technical jargon is something that is transparent, understandable, thoughtful, and rewarding. And, best of all, it's for the rest of us.

For more information about our team, read our our team bios.