Massachusetts and Florida-based Firm Expands Western Footprint
DALLAS, August 2, 2023 — Prospera Financial Services, Inc. (“Prospera”), a leading boutique wealth management firm supporting a nationwide network of independent advisors, announced today that Michael Trethewey of East Coast Capital Management has joined its network. East Coast Capital Management oversees $130 million of client assets.
East Coast Capital Management was founded in 2023 and focuses on advisory services, equities, and fixed–income investments. Michael Trethewey, Managing Director of East Coast Capital Management, has over 26 years of experience in the industry. With a presence in Boston, Massachusetts, and Fort Lauderdale, Florida, Mr. Trethewey caters to a diverse clientele specializing in retirement and financial planning for families, individuals, corporate executives, business owners, and entrepreneurs.
“I am excited to join Prospera and leverage their unique combination of independence and support to grow my business which will enable me to provide an even higher level of service to my clients,” said Michael Trethewey, Managing Director of East Coast Capital Management. “Integrity, honesty, and trust are my guiding principles, and I have seen that Prospera shares these values.”
Prospera Financial Services has earned a reputation as a premier wealth management firm, offering flexibility and resources typically found at larger broker-dealers. With a dedicated leadership team, Prospera actively seeks advisor feedback and maintains a 2.4:1 rep-to-home office ratio, providing personalized support. The firm’s commitment to organic growth and strategic M&A efforts has resulted in a remarkable 108% increase in revenue over the past five years.
“We welcome Michael Trethewey and East Coast Capital Management to the Prospera family,” said Tarah Williams, President and Chief Operating Officer of Prospera. “Michael’s expertise and dedication to his clients perfectly align with Prospera’sprinciples, and we look forward to supporting his future growth and success.”
About Prospera Financial Services
Founded in 1982, Prospera Financial Services, Member FINRA, SIPC, and a registered investment advisory, offers the flexibility and resources only found at some of the nation’s largest broker-dealers. Headquartered in Dallas, Prospera was named Broker-Dealer of the Year by Investment Advisor Magazine in 2009, 2010, 2012, 2014, 2015, 2018 and 2019.
Prospera is a 5-time winner and 7-time finalist for WealthManagement.com’s Industry Awards as well as a ThinkAdvisor Luminaries award winner in its inaugural year. The firm supports independent financial advisors nationwide. For more information about Prospera, visit www.joinprospera.com.