Arizona-based Firm Expands Western Footprint
DALLAS, August 2, 2023 — Prospera Financial Services, Inc. (“Prospera”), a boutique wealth management firm supporting a nationwide network of independent advisors, today announced the addition of Matthew Gaspar of G4 Wealth Management, with $320 million in assets under management (AUM).
G4 Wealth Management, led by President and Senior Financial Advisor Matthew Gaspar and supported by Client Services Specialist LeAnn Gaspar, is committed to providing comprehensive wealth planning portfolio management, risk analysis, trust, estate and tax planning services and philanthropic planning.
“We welcome Matthew and LeAnn to the Prospera team,” said Tarah Williams, Prospera’sPresident and COO. “Their dedication to provide the highest level of client services and a commitment to continuous improvement provides a perfect cultural fit for Prospera.”
Gaspar, a Forbes-recognized advisor, is an M.B.A. and CEPA holder with over 15 years of leadership experience. His primary objective is to ensure clients feel valued and cared for, assisting them in rational investing and safeguarding their accumulated wealth.
He said, “Prospera views their employees as one big family. That type of company culture really resonates with me, as it is something I strive to create within my practice as well.”
Prospera values and acts upon advisor feedback. With a dedicated team of qualified support staff and below a 2.4:1 advisor-to-support staff ratio, exceptional service is ensured. Prospera has achieved impressive 108% revenue growth in the past five years through organic expansion and strategic mergers and acquisitions.
About Prospera Financial Services
Established in 1982, Prospera Financial Services is a nationwide registered investment advisory and member of FINRA and SIPC based in Dallas. With a team of qualified, experienced members, Prospera provides industry-leading service to advisors and clients.
Prospera Financial Services, a recognized leader in the industry, is a five-time winner and seven-time finalist for WealthManagement.com’s Industry Awards. Prospera received the ThinkAdvisor Luminaries Award while also being recognized as Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018, and 2019.
Upholding principles of integrity, Prospera provides nationwide support to independent financial advisors. Visit www.joinprospera.com for more information.